Articles by Darin Tyson-Chan

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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Accounting

Crypto not significant yet

SMSF cryptocurrencies

SMSF portfolio allocations to cryptocurrencies are still relatively low, but the ATO is expecting these to increase in the coming years.

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Investments, Technology

Lifespan introduces digital investment facility

Lifespan OpenInvest digital investing

Consumers who cannot afford financial advice have been provided with a digital investing platform to assist with their wealth-accumulation needs.

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