Articles by Darin Tyson-Chan

Superannuation

Foreign transfers a fund balance variable and opportunity

SMSF financial advisers need to be mindful of the implications foreign pension fund transfers can have for their clients’ total super balances (TSB) as well as their advice value propositions for this service, a sector technical expert has said.

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Accounting

Robo-advice service targeting accountants

Digital investment advice provider and fund management firm Stockspot has launched a specific service aimed at helping accountants meet the financial advice needs of their clients without having to become licensed.

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Regulation

Face of SMSF advice uncertain

The types of practitioners who will provide particular aspects of SMSF advice remains a little unclear due to the variety of licensing requirements currently applying to professionals operating in the sector, the head of an industry body has said.

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Estate Planning

Estate planning implications of TBC need attention

A specialist superannuation law firm has suggested SMSF advisers and their clients need to examine estate planning strategies in light of the transfer balance cap to be implemented on 1 July.

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Business News

SMSF Association welcomes FASEA appointment

The SMSF Association has endorsed the government’s appointment of Catherine Walter as chair of the newly created Financial Adviser Standards and Ethics Committee (FASEA).

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Superannuation

SMSF Association worried about LRBA changes

The SMSF Association has voiced its concern over the federal government’s declared intention to capture the use of limited recourse borrowing arrangements (LRBA) within the total superannuation balance and transfer balance caps.

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Superannuation

Super reform myths dispelled

SuperConcepts has moved to dispel certain misconceptions it has identified as being held by financial advisers and SMSF trustees about the new superannuation reforms in a technical paper.

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Business News

Revised SMSF trust deed launched

Specialist SMSF document provider NowInfinity has made a new trust deed available to advisers and trustees allowing for all the system changes brought about by the super reforms set to take effect from 1 July.

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Accounting

Robo-advice good move for accounting clients

Industry analysis has shown automated or robo-advice can add the element of service accountants require to fulfil their existing SMSF clients’ unfulfilled needs, according to a senior research house executive.

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Strategy

Three critical components to SMSF advice

Advisers must look to cover off three elements that are crucial to providing proper strategic advice for their SMSF clients, a business consultant has said.

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