Articles by Darin Tyson-Chan

financial advice

FPA wants rapid QoA Review response

FPA QoA response

The FPA has called on the government to implement a number of the Quality of Advice Review recommendations as quickly as it can.

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Retirement

Certain TRIS requirements needed

TRIS requirements

Certain requirements need to be satisfied before an SMSF member can consider commencing a transition-to-retirement income stream.

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Pensions

Death pensions go beyond TBC focus

Reversionary pension TBC

The effect a reversionary pension has on a personal TBC is not the only element SMSF trustees should examine on the death of a member.

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financial advice

New advisory body name released

FPA AFA new name

The new name for the industry body that will result from the proposed merger between the FPA and AFA has been announced.

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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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