Articles by Darin Tyson-Chan

Contributions, Superannuation

Stopping TBC indexation a bold move

indexation general TBC

Preventing the indexation of the general TBC would be considered a very bold government initiative and contrary to the intent of the original policy.

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Investments

SMSF share trading down in 2022

SMSF share trading

SMSF trustees took a more cautious approach to their 2022 share trading activity in response to more difficult pervading market conditions.

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Superannuation, Tax

Immediate super exits not needed

superannuation tax exit

Immediate withdrawal of monies from SMSFs to ensure member balances are below $3 million to avoid the proposed new tax is unnecessary.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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