Articles by Darin Tyson-Chan

Retirement

Inflation concerning pre-retirees the most

The rising cost of living is having a significant effect on Australians approaching retirement, heightening worries over outliving their savings.

read more
Retirement, SMSF, Superannuation

Benefit types important for TRIS

TRIS, unrestricted non-preserved benefits, Institute of Financial Professionals Australia, IFPA, Natasha Panagis, IFPA 2025 Conference and Expo,

The make-up of an SMSF member’s benefits should be taken into account before starting a TRIS to achieve the optimal outcome from the action.

read more
ATO, SMSF, SuperStream

Dispute intervention not an ATO role

There should be no expectation among SMSF trustees that the ATO will have any involvement in member disputes except in specific circumstances.

There should be no expectation among SMSF trustees that the ATO will have any involvement in member disputes except in specific circumstances.

read more
Regulation, SMSF

SMSFA urges cybersecurity alertness

The cyberattacks directed at several public offer funds should provide SMSF trustees with a reminder to employ best-technology security practices.

The cyberattacks directed at several public offer funds should provide SMSF trustees with a reminder to employ best-technology security practices.

read more
ASIC, financial advice, Financial Planning

Three licensees cop enforcement action

ASIC has taken punitive action against three Australian financial services licence holders for allowing unregistered authorised representatives to provide personal financial advice.

read more
Contributions, Superannuation, Tax

Tax impact of withdrawals nuanced

Sound knowledge of the rules regarding super fund drawdowns is a must to determine the level of tax deduction available for a personal contribution.

read more
ATO, financial advice, Legislation

UPE classification may now change

Insurance proceeds, institute of Financial Professionals Australia, IFPA, Natasha Panagis, ATO, income Tax Regulations,

The treatment of UPEs as loans from beneficiaries to unit trusts may no longer stand due to a recent full Federal Court decision.

read more
ATO, Contributions, Insurance

Fund insurance proceeds get new treatment

Insurance proceeds, institute of Financial Professionals Australia, IFPA, Natasha Panagis, ATO, income Tax Regulations,

A new method to treat insurance proceeds received by a super fund has been unexpectedly included in draft Taxation Ruling 2010/1DC2.

read more
AAT, Compliance

Disqualifications not absolute

A recent AAT decision has shown a trustee disqualification can be challenged successfully if the right set of circumstances can be established.

read more

Copyright © SMS Magazine 2025

ABN 80 159 769 034

Benchmark Media

WordPress website development by DMC Web.