Articles by Darin Tyson-Chan

financial advice, Financial Planning, SMSF, SMSFA, Technology

SMSF adviser AI take-up fairly low

Recent analysis with regard to the practice of SMSF advisers has shown the majority are not yet using AI to service clients.

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Death benefits, Estate Planning, Legislation, Regulation

Death benefit payment timeframe gone

The ATO’s guidance suggesting a timeframe of six months is the definition of ‘as soon as practicable’ for death benefit payments has been removed.

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ASIC, financial advice, Financial Planning, Investments, Regulation, SMSF, Superannuation

More Shield-linked advisers banned

Two more advisers linked to the Shield Master Fund have been issued with bans from ASIC.

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financial advice, Financial Planning, SMSF, Superannuation

IFPA appoints new chief executive

Ky Wilson has been announced as Institute of Financial Professionals Australia chief executive after several years of service with the organisation.

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Documentation, Trusts

Trustee appointment in death not equal

self managed super, self managed super fund, self managed super funds, self managed superannuation, SMSF, Trustee appointment, deceased member, executor, director corporate trustee, Accurium, Jason Hurst, ATO guidance

The appointment of individuals to act as trustees in place of a deceased SMSF member does not have to be performed in a proportionate manner.

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financial advice, Financial Planning, Management, Practice Management, SMSF, Superannuation

Disability readiness a multilayered win

Accommodating client disability can strengthen both advice propositions and businesses themselves from an operational perspective.

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Division 296, Superannuation, Tax

Retirees express super tax disappointment

self managed super, self managed super fund, self managed super funds, self managed superannuation, SMSF, Division 296, Australian Independent Retirees, unrealised capital gains, Wayne Strandquist, non-liquid assets, indexation

The government’s unrelenting position to not make any changes to the proposed Division 296 tax legislation is causing anguish among retirees.

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Division 296, Legislation, SMSF, Superannuation, Tax

Raising tax threshold a political risk

Doubt has been cast as to whether a future government would have the political courage to increase a non-indexed Division 296 tax threshold.

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financial advice, Financial Planning, Management, Practice Management, SMSF, Superannuation, Technology

Advisers inactive over SMSF revenue

A large number of advisers have enjoyed an increase in SMSF client revenue, but have not introduced any specific measures to trigger this growth.

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Compliance, Legislation, Pensions, Regulation, SMSF, Strategy, Superannuation

Pension commutation debt waiver secured

Legacy pensions unwound under the five-year amnesty introduced in December last year will not lead to adverse social security outcomes.

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