Articles by Darin Tyson-Chan

Retirement, Superannuation

Gain or reward key to proof of work

condition of release retirement superannuation gainful employment SMSF Institute of Financial Professionals Australia IFPA Natasha Panagis

To meet a condition of release using the definition of retirement, the relevant employment situation must have an associated gain or reward.

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Regulation, Retirement

Role change is not retirement

Retirement Condition of release Superannuation Industry (Supervision) Regulation 6.01(7)

A change of employment conditions of a super fund member aged 60 will not satisfy a retirement condition of release in most cases.

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SMSF, Technology

Specialists favouring technology

SMSF specialists Technology

SMSF specialists have differentiated their practice activities in three key areas over the past year with respect to servicing their clients.

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Investments

Alternatives can make inflation a plus

alternative assets SMSF portfolio Wilson Asset Management Dania Zinurova infrastructure

The inclusion of alternative assets in an SMSF investment portfolio can be very beneficial during periods of high inflation in the Australian economy.

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Pensions, Regulation

TR 2013/5 sets consistent standard

TR 2013/5 minimum pension exempt current pension income superannuation income stream SMSF APRA fund CFS Craig Day

Consistent treatment of pensions where the payment standards have not been met has potentially been achieved with the update to TR 2013/5.

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Investments

Zagga expands its global footprint

Zagga Zagga CRED fund Private credit Australian real estate

Zagga has achieved an increased global presence with the registration of its CRED fund as a foreign investment trust in Japan.

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Compliance, Estate Planning, financial advice

Estate planning commitment needed

Estate planning BDBN Binding death benefit nomination SMSF Self-managed superannuation Accurium View Legal

If accountants and advisers are looking to provide estate planning services, they must be unwavering in their efforts to do so to mitigate legal risk.

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Estate Planning

Estate planning gap needs filling

Estate planning View Legal Matthew Burgess SMSF Specialist advice

An opportunity exists for accountants and advisers to fill a role currently missing in the process of formulating and executing an estate plan.

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Technology

Class enhances direct information access

SMSF Self-managed superannuation Class Administration software Tim Steele share registries

Class has improved its software through the inclusion of direct information feeds from share registries and an additional financial institution.

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Investments, Property, SMSF

New NDIS offering aids better outcomes

NDIS National Disability Insurance Scheme SMSF Investment Housing

SMSF members can receive solid returns and address some housing issues by investing in certain accommodation associated with the NDIS.

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