Articles by Darin Tyson-Chan

Financial Planning

Perception tarnishing SMSF advice

SMSF financial advice

Poor industry perception is preventing younger SMSF trustees from seeking financial advice to assist them in the running of their own super fund.

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Financial Planning

Advice value-add evident

financial advice SMSF

One specific area where financial advice can add value for SMSF trustees has been identified by the latest quantitative research into the sector.

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Cryptocurrency

Crypto ownership requires focus

cryptocurrency ownership SMSF

The proof of correct and proper ownership of cryptocurrency assets is of the utmost importance from a compliance perspective for SMSF trustees.

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Administration

SMSF clients very cost conscious

SMSF trustees costs

SMSF trustees have been found to be very mindful of the costs involved with running their own retirement savings vehicle.

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Contributions

Contribution errors eliminated

non-concessional contributions errors

The ability to repay non-concessional contributions accepted in error by superannuation fund trustees will be eliminated on 1 July.

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Property, Retirement

HEAS improves its appeal

home equity access scheme

An additional method of providing funding payments to consumers is about to be added to the government’s Home Equity Access Scheme.

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Financial Planning

SMSF data reflects advice upside

SMSF advice opportunities

The most recent SMSF statistical overview released by the ATO points to a number of advice opportunities available for superannuants.

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Documentation

Off-the-shelf documents popular

off-the-shelf documents

The majority of advisers participating in a recent survey have indicated they favour using off-the-shelf documents for their SMSF clients.

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Administration, Technology

SuperMate attains milestone

supermate SMSF administration

The SuperMate administration software platform is now servicing 1500 SMSFs a few months after the launch of the latest version of the service.

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Pensions

June pension commutations best

SMSF pension stream

Trustees considering commuting and restarting an income stream should cease the pension at the end of the financial year.

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