Articles by Darin Tyson-Chan

Documentation

Off-the-shelf documents popular

off-the-shelf documents

The majority of advisers participating in a recent survey have indicated they favour using off-the-shelf documents for their SMSF clients.

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Administration, Technology

SuperMate attains milestone

supermate SMSF administration

The SuperMate administration software platform is now servicing 1500 SMSFs a few months after the launch of the latest version of the service.

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Pensions

June pension commutations best

SMSF pension stream

Trustees considering commuting and restarting an income stream should cease the pension at the end of the financial year.

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Accounting

Crypto not significant yet

SMSF cryptocurrencies

SMSF portfolio allocations to cryptocurrencies are still relatively low, but the ATO is expecting these to increase in the coming years.

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Investments, Technology

Lifespan introduces digital investment facility

Lifespan OpenInvest digital investing

Consumers who cannot afford financial advice have been provided with a digital investing platform to assist with their wealth-accumulation needs.

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NALI/NALE

Joint voices pick up NALE debate

NALE debate treasury

Discussions regarding the enforcement of the NALE rules from 1 July 2022 onwards are continuing, with 13 industry bodies presenting a united voice.

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Death benefits

BDBN checking trigger exists

death benefit nomination status

The provision of an additional piece of information to SMSF members could show the status of a death benefit nomination and act as a trigger for a review.

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Appointments

Associations welcome new ministers

associations government ministers

Industry associations have endorsed the new Labor government’s ministerial appointments to the Treasury and financial services portfolios.

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Auditing

Auditor independence causing stress

SMSF auditor independence

The challenges practitioners are currently facing with APES 110 are leading some of them to reconsider a previously unpopular policy.

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Administration, Documentation

Director ID applications clumsy

director identification

Advisers are recommending their clients use manual forms to apply for a director ID number due to the troublesome nature of the myGovID app.

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