Articles by Darin Tyson-Chan

financial advice

Pre-retirees offer advice opportunity

Financial advisers retirement

An opportunity exists for financial advisers to assist individuals over the age of 45 who are employed full-time with their retirement preparations.

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Retirement

Control key to retirement ease

financial control retirement

Control over one’s financial circumstances is a critical factor in the ability for an individual to enjoy a higher level of well-being in retirement.

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ECPI

Recording ECPI choice a must

ECPI choice

The method decided upon to calculate how an SMSF calculates its exempt current pension income has to be recorded officially.

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Contributions, financial advice

Inflation piquing adviser interest

inflation contributions advisers

The inflationary effect on the superannuation rules and downsizer contributions dominated adviser queries in the final quarter of last year.

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Investments

Portfolios reviewed more often

Investment strategy SMSF

An increasing number of SMSF trustees have been found to be reviewing their fund’s investment strategy on a more frequent basis.

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financial advice

FPA/AFA merger will provide operational shift

FPA AFA merger

The proposed merger between the FPA and AFA will make a significant difference to the service provided to financial advisers.

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Contributions

ATO discretion now more critical

ATO contributions discretion

The ATO’s limited ability to use its discretion to disregard non-concessional contributions made in error has new found significance.

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SuperStream

Two SuperStream components key

SuperStream components

Two components of the SuperStream system must be acknowledged by the trustees of a superannuation fund rolling over a member balance.

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financial advice

ASIC wants ongoing cost review

SMSF costs

ASIC Information Sheet 274 has instructed practitioners to educate their clients on the costs associated with an SMSF beyond establishment.

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financial advice

Advisers can eliminate info lag

SMSF advice market information

SMSF trustees who receive financial advice are more likely to be receiving the most up-to-date information needed to run their own super fund.

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