Articles by Darin Tyson-Chan

financial advice, Investments

SMSF share traders favour advice

SMSF share advice

SMSF trustees receiving professional advice dominated the newly created accounts with share trading platform Ausiex in 2022.

read more
Superannuation, Tax

No comfort from deeming rate

Deeming rate

Using a deeming rate to calculate the proposed 30 per cent charge on super balances over $3 million may not generate a better outcome for individuals.

read more
financial advice, Retirement

Categorising clients can cut sequencing risk

Sequencing risk

Knowing how to categorise retiree clients can significantly assist advisers in implementing strategies for them to diminish sequencing risk.

read more
Investments

SMSFA supports MIS review

MIS review

The SMSF Association has welcomed the government’s announcement a review into the regulatory framework for MIS will be performed this year.

read more
NALI/NALE

Error in NALE consultation paper

The consultation paper issued recently regarding non-arm’s-length expenditure contains a fundamental flaw in one of the examples it provides.

read more
Investments

MIS regulatory framework to be appraised

MIS review

After being introduced over 20 years ago, the regulatory framework for managed investment schemes will be reviewed this year.

read more
Pensions

Pre-2015 pensions less critical

CSHC pensions

The new income test thresholds for the Commonwealth Seniors Health Card may dilute the value of maintaining a grandfathered account-based pension.

read more
Compliance, financial advice

CSLR bills tabled in parliament

Compensation scheme last resort

The compensation scheme of last resort is closer to being established with the bills facilitating its existence tabled in parliament today.

read more
Superannuation

Trust in super already waning

confidence superannuation

Confidence in the retirement savings system has already been eroded by the proposal of a new super tax for member balances above $3 million.

read more
Documentation, Superannuation, Tax

Balance cap has bookkeeping impact

balance SMSF record keeping

SMSF record-keeping procedures should change to minimise the tax liability for members resulting from the proposed new $3 million balance cap.

read more

Copyright © SMS Magazine 2024

ABN 43 564 725 109

Benchmark Media

Site design Red Cloud Digital