Articles by Darin Tyson-Chan

ATO, NALI/NALE

NALI an ATO conflict of interest

NALI ATO conflict interest

Conflict of interest concerns over the multiple roles of the ATO have again been raised due to the magnitude of the NALI penalties.

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Pensions

Quarterly TBAR not absolute

Quarterly TBAR

SMSF trustees can lodge their required TBAR more frequently than the soon-to-be mandated quarterly timeframe should it be beneficial to do so.

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Property

Private property debt fund launched

CrowdProperty Private real estate debt

CrowdProperty has released a private real estate debt fund that will help with SMSF portfolio diversification.

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NALI/NALE

NALE proactivity urged

NALE rules proactive

Superannuation advisers have been urged to take a more proactive stance on the non-arm’s-length expenditure law to expedite a satisfactory solution.

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Contributions

Contributions changes pique adviser interest

super contribution changes

Advisers are showing a high degree of interest in the changes to the downsizer contributions thresholds and the amendment to the work test rules.

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Investments

Symmetry Group broadens consumer offering

Symmetry Group OpenInvest

Consumers have access to a new digital investing service that will allow them to enjoy professional investment services in a cost-effective manner.

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Auditing, Technology

Data feeds fail audit standard

data feeds smsf audit

Data feeds cannot replace physical bank statements to verify the monetary transactions entered into by an SMSF for the fund’s year-end audit.

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Documentation

New vesting/wind-up package released

SMSF vesting wind-up

A new package to assist advisers in the vesting or wind-up of an SMSF, discretionary trust or unit trust has been made available to the market.

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Financial Planning

Dixon Advisory hit with $7.2m penalty

dixon advisory penalty

Dixon Advisory has had a $7.1 million penalty imposed on it after it was found six of its authorised representatives did not act in their clients’ best interests.

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Compliance, Documentation

Related-party purchases misread

related party in-house asset

Many SMSF trustees may be exposing their fund to compliance issues through misunderstanding the related-party acquisition rules.

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