Articles by Darin Tyson-Chan

Property, Tax

Downsizer contributions get separate SAR treatment

downsizer contributions; annual return

The 2019 SMSF annual return will contain a separate area for trustees to inform the ATO about downsizer contributions that have been made.

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ATO, Tax

TPB warns against unregistered tax agents

TPB; unregistered; tax agents

The dangers of using an unregistered tax agent have been spelled out by the Tax Practitioners Board.

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Documentation

Incapacity definition requires caution

incapacity; definition; documentation

A senior SMSF consultant has warned setting a definition for incapacity with regard to proper super fund documentation is not a simple task and advisers should be wary of the associated complexity.

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Retirement, Strategy

New financial year should prompt strategy review

retirement; savings; strategy

The new financial year and the changes it brings to the superannuation rules should prompt advisers and their clients to review their retirement savings strategies.

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Financial Planning

Affordable advice an increasing challenge

affordable; financial; advice; planners

The ability to provide affordable advice has been revealed by the latest industry research as a growing challenge for the financial planner community.

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Estate Planning, Tax

Death benefit lump sums restrictive

Death benefit; lump sum

A senior superannuation consultant has warned lump sum death benefits can be restrictive when managing the financial obligations resulting from a deceased member’s affairs.

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Regulation, Superannuation

Government committed to aiding SMSF sector

Jane Hume; SMSF; audit cycle

The newly returned coalition government has confirmed its commitment to helping the SMSF sector succeed but has not revealed its plans for the three year audit cycle.

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Administration, Regulation

SMSF administrator calls for SuperStream clarity

An SMSF stakeholder has called for clarity on what funds should do about the introduction of SuperStream now its implementation date has been postponed.

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ETFs

Vanguard drops ETF fees

The yearly fee associated with one of Vanguard Australia’s most popular ETF products has been cut by several basis points.

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Superannuation, Tax

Super taxes won’t be reviewed

review: superannuation; retirement

The federal government has indicated the review it will conduct into the superannuation system will not examine the taxation of retirement benefits.

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