Articles by Darin Tyson-Chan

Investments

Zagga expands its global footprint

Zagga Zagga CRED fund Private credit Australian real estate

Zagga has achieved an increased global presence with the registration of its CRED fund as a foreign investment trust in Japan.

read more
Compliance, Estate Planning, financial advice

Estate planning commitment needed

Estate planning BDBN Binding death benefit nomination SMSF Self-managed superannuation Accurium View Legal

If accountants and advisers are looking to provide estate planning services, they must be unwavering in their efforts to do so to mitigate legal risk.

read more
Estate Planning

Estate planning gap needs filling

Estate planning View Legal Matthew Burgess SMSF Specialist advice

An opportunity exists for accountants and advisers to fill a role currently missing in the process of formulating and executing an estate plan.

read more
Technology

Class enhances direct information access

SMSF Self-managed superannuation Class Administration software Tim Steele share registries

Class has improved its software through the inclusion of direct information feeds from share registries and an additional financial institution.

read more
Investments, Property, SMSF

New NDIS offering aids better outcomes

NDIS National Disability Insurance Scheme SMSF Investment Housing

SMSF members can receive solid returns and address some housing issues by investing in certain accommodation associated with the NDIS.

read more
Investments, SMSF

Greater SMSF portfolio diversification needed

SMSF portfolio Diversification Fixed income

SMSF portfolios are heavily reliant on share investments, potentially exposing trustees to the adverse effects of volatility from market corrections.

read more
Auditing, Compliance, SMSF

Borderline issues require an ACR

ACR Auditor Contravention Report ATO ASIC SMSF Self managed super fund auditor

An Auditor Contravention Report should be lodged with the ATO in situations involving marginal compliance breaches to reduce practice management risk.

read more
NALI/NALE

Good NALE results from recent PBRs

Accurium Broderick FAAA ART SMSF Self-managed superannuation Accurium Mark Ellem NALE Trustee capacity

Accountants using their professional permits when performing work for their own fund without charge will not necessarily trigger the NALE provisions.

read more
ATO, Pensions

TR 2013/5 amplifies ATO discretion

Minimum pension Tax ruling TR 2013/5 Accurium Mark Ellem SMSF Self-managed superannuation

The update to Tax Ruling 2013/5 means the discretionary powers of the ATO will likely be more significant when a minimum pension has not been paid.

read more
Auditing, Compliance, SMSF

SIS Reg 13.14 approach changed

Charge over assets Trustee representation letter SIS regulation 13.14 SMSF auditors DBA Lawyers Bryce Figot

The ATO has significantly adjusted its attitude toward the evidence auditors should obtain in determining whether a charge is held over an SMSF asset.

read more

Copyright © SMS Magazine 2024

ABN 80 159 769 034

Benchmark Media

WordPress website development by DMC Web.