Articles by Darin Tyson-Chan

Investments

Portfolio adjustments reduced among HNWs

High net worth portfolio

High net worth investors were less inclined to make significant changes to their portfolio allocations in the year ended July 2022.

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financial advice, Investments

Return band offers opportunity

SMSF returns

Financial advisers can significantly improve the performance of SMSFs they service through the implementation of fundamental investment principles.

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Superannuation, Tax

Div 293 tax is a personal liability

Division 293 tax

If an individual chooses to have their SMSF make the payment for a Division 293 tax assessment, proper procedures must be followed to avoid penalty.

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Education

Express accreditation pathway for CFPs

CFP SMSF accreditation

Certified financial planners will have a new express specialist accreditation avenue to the SMSF sector effective January 2023.

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financial advice

Advisers reminded of registration requirement

advisers registration

Financial advisers have been reminded of the need to register with the Financial Services and Credit Panel before 1 July next year.

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Crypto Assets

NFT status adds to complexity

NFT SMSF

There is an increased amount of complexity to a situation where an SMSF holds an NFT due to the ATO’s classification of these types of assets.

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Accounting, financial advice

Underlying pain needs recognition

SMSF pain point

The true nature of a client’s pain point in the running of their SMSF needs to be recognised by accountants to improve the value of their service.

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financial advice

Fee to distinguish dedicated financial planners

fee financial planners

The ability to charge a fee for their services will be a differentiating characteristic for financial planners in the newly proposed advice model.

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ECPI

Claiming ECPI is optional

claim ECPI

Even though an SMSF may be eligible to claim exempt current pension income, the fund’s trustees may choose not to take this course of action.

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Documentation

Legal case shows e-signature complexities

electronic signatures document

SMSF trustees and their advisers need to exercise meticulous attention to detail when looking to electronically approve documents for a fund.

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