Articles by Darin Tyson-Chan

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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Technology

Further SuperMate developments planned

SuperMate developments

SuperConcepts has scheduled the release of some significant improvements to its SuperMate administration service later in the year.

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Insurance

SMSF risk cover not about deductions

SMSF insurance tax

The decision to hold risk insurance inside an SMSF must be determined by more than just the tax deductibility of the premium payments.

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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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