Articles by Darin Tyson-Chan

Trusts

EPOA regarding incapacity tricky

EPOA incapacity

The process of having an enduring power of attorney act on behalf of an SMSF trustee experiencing incapacity is not necessarily simple.

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Accounting

Accountants’ role omitted from QAR

Quality Advice Review accountants

The SMSF Association has noted the Quality of Advice Review recommendations failed to address the role accountants can play in financial planning.

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financial advice

QAR recommendations will build on FoFA

Quality Advice Review FOFA

The recommendations from the QAR have been made with a view to build upon past legislation that has established the current advisory framework.

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Insurance

Analyse income protection payments

analyse insurance payments

The proceeds of a successful temporary incapacity insurance claim cannot automatically be passed on in its entirety to the insured SMSF member.

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Investments

Cash becoming SMSF king again

cash SMSF

Trustees are beginning to favour cash products for their liquidity needs once more as revealed by the latest analysis of SMSF portfolios

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Retirement, Superannuation

Job ending not always time critical

definition of retirement

The termination of employment is not time sensitive when looking to satisfy the definition of retirement once an individual reaches preservation age.

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Insurance

INFO 274 could cause PI issues

INFO 274 PI insurance

Advisers with SMSF clients should review their professional indemnity cover to determine if there are any policy restrictions regarding those services.

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Business News

Selfwealth teams up with Xpress Super

Selfwealth Xpress Super

Investment platform provider Selfwealth has partnered with Xpress Super giving clients access to cost-effective SMSF administration services.

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financial advice

More support for QAR recommendations

QAR recommendations support

The Quality of Advice Review recommendations have been further applauded by more key stakeholders in the financial services industry.

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Insurance

ITAA incapacity rules more sound

insurance benefits incapacity

Best SMSF practice would suggest trustees not rely only on the SIS Regulations to justify releasing member benefits as a result of incapacity.

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