Articles by Darin Tyson-Chan

financial advice

JAWG outlines desired advice review response

JAWG advice review response

A collective of industry bodies has called on the government to ensure its response to the Quality of Advice Review includes some specific elements.

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Appointments

BDM returns to Class

Class Goldsmith

SMSF administration software service provider Class has appointed David Goldsmith to the position of business development manager.

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Death benefits

Prescribed period doubt present

death benefit prescribed period

There remains uncertainty among advisers as to whether a prescribed period must be observed when considering the treatment of super death benefits.

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ATO

ATO flags guidance updates

ATO superannuation guidance

The ATO is in the process of updating a number of its guidance materials covering a variety of SMSF and general superannuation issues.

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ASIC, Auditing

374 auditor registrations voided

SMSF auditors cancelled

A total of 374 SMSF auditors have had their registration with the Australian Securities and Investments Commission cancelled for compliance issues.

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Pensions

PAYG a part of maximum TRIS payment

PAYG TRIS payment

Adhering to the maximum drawdown limit of a transition-to-retirement income stream is not as simple as paying out 10 per cent of the pension’s value.

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Contributions

Indexation highlights system complexity

Indexation superannuation complexity

The potential indexation that will be applied to the transfer balance cap has again raised concerns over the complexity of the superannuation system.

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Retirement

Multiple retirement income sources expected

retirement income sources

The majority of Australians expect to fund their lifestyle in retirement from a variety of sources and not just their superannuation.

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Contributions

Indexation impact beyond TBC

TBC indexation

A number of key superannuation elements will be affected should a second round of indexation be applied to the general transfer balance cap.

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ASIC

Ex-SMSF adviser guilty of dishonest conduct

SMSF adviser dishonest conduct

A former financial adviser has pleaded guilty to three counts of engaging in dishonest conduct while running a financial services business.

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