Articles by Darin Tyson-Chan

Investments, Platforms

New WA firm added to OpenInvest platform

OpenInvest

A new online investment solution will now be available on the OpenInvest platform, offering consumers access to four diversified portfolios.

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financial advice, SMSF

Most trustees unaware of QAR

Quality advice trustees

Over half of SMSF trustees recently surveyed have indicated they have no awareness Michelle Levy’s Quality of Advice Review took place.

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Superannuation

SMSFs reject $3m soft cap

SMSF members $3 million tax

A recent sector survey has found nearly half of SMSF members believe the proposed $3 million soft cap is a bad policy initiative.

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AFCA, Compliance, financial advice, Investments, SMSF

Wholesale advice must be exclusive

wholesale investors advice

Practitioners must ensure they are not exposed to the compliance requirements for retail clients if they are purely servicing wholesale investors.

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Contributions, Tax

Timing key to CGT contributions

Small business CGT concessions

Timing constraints are an important factor to consider when SMSF members are looking to make contributions under the small business CGT concessions.

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financial advice, Regulation

Rule of thumb can clarify QAR framework

advice rule of thumb

Under the framework recommended by the Quality of Advice Review there is a rule of thumb practitioners can use to ensure they adhere to the law.

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Administration, Financial Planning, SMSF

Incapacity measure misunderstood

SMSF and incapacity

An ordinary power of attorney will not provide a proper solution for an SMSF when a member suffers from mental incapacity.

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Regulation, Retirement, Superannuation

Retirement definition set to shift

Retirement definition

The definition of retirement allowing people to access their superannuation benefits legally is set to significantly change in the coming income year.

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Administration, ATO, Contributions, SMSF

Rounding a contribution trap

contributions rounding

The application of rounding when reporting contributions can inadvertently lead to very tough compliance penalties for SMSF trustees.

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Business News, financial advice, Investments

AMP restructures its wealth arm

AMP wealth management

The role of AMP Australian wealth management chief executive has been made redundant as part of an organisational restructure.

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