Articles by Darin Tyson-Chan

Contributions

Work-test-led strategies unique

contribution strategies

Contribution strategies for people aged between 67 and 75 are different and advisers need to consider several matters before recommending them.

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Technology

New compliance platform released

SuperCentral compliance platform

Advisers and accountants have been provided with a new digital compliance platform, giving them access to a range of wealth management documents.

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Financial Planning

Advice review proposals in two weeks

Advice Review proposals

Some of the findings from the government’s Quality of Advice Review will be released before the final report, which is due in December.

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NALI/NALE

NALE now an industry-wide issue

NALE superannuation industry

Concerns about the NALE rules as they currently stand and the associated penalties are now being expressed by the entire superannuation industry.

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Death benefits

Death benefit review more critical

death benefit review

The recent decision handed down in the Hill v Zuda case should encourage SMSF trustees to review their death benefit nominations more often.

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Contributions

Work test not contribution trigger

work test superannuation

The change to the work test rule implemented this year does not mean individuals should use it as an opportunity to contribute more money into super.

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Business News

Climate Active certification for La Trobe

climate active la trobe

Climate Active certification has been awarded to La Trobe Financial’s Australian operations in recognition of its carbon-neutral status.

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Contributions

Work test declaration more important

Work test declaration

An individual’s declaration the work test has been satisfied is now more significant as it must be made to the ATO and not the super fund.

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Financial Planning

Financial advice complaints down

financial advice complaints

Consumers filed fewer complaints against organisations offering investment services and financial advice in the 2022 financial year.

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Compliance

In-specie death benefits complex

in-specie death benefits

In-specie death benefit transfers are problematic, but a pragmatic approach to these transactions can provide a compliance solution.

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