Articles by Darin Tyson-Chan

Contributions

Contributions changes pique adviser interest

super contribution changes

Advisers are showing a high degree of interest in the changes to the downsizer contributions thresholds and the amendment to the work test rules.

read more
Investments

Symmetry Group broadens consumer offering

Symmetry Group OpenInvest

Consumers have access to a new digital investing service that will allow them to enjoy professional investment services in a cost-effective manner.

read more
Auditing, Technology

Data feeds fail audit standard

data feeds smsf audit

Data feeds cannot replace physical bank statements to verify the monetary transactions entered into by an SMSF for the fund’s year-end audit.

read more
Documentation

New vesting/wind-up package released

SMSF vesting wind-up

A new package to assist advisers in the vesting or wind-up of an SMSF, discretionary trust or unit trust has been made available to the market.

read more
Financial Planning

Dixon Advisory hit with $7.2m penalty

dixon advisory penalty

Dixon Advisory has had a $7.1 million penalty imposed on it after it was found six of its authorised representatives did not act in their clients’ best interests.

read more
Compliance, Documentation

Related-party purchases misread

related party in-house asset

Many SMSF trustees may be exposing their fund to compliance issues through misunderstanding the related-party acquisition rules.

read more
Investments, Tax, Trusts

Unpaid entitlements still an issue

unpaid present entitlements

SMSF trustees may face significant compliance issues if present entitlements due to the fund from investments in a unit trust are not paid out.

read more
Compliance, Documentation

Statement of intent can cause issues

SMSF statement of intent

Advisers should be wary that simple SMSF asset purchases can lead to compliance breaches if clients communicate their motivation for the transaction.

read more
Property

ASIC halts two property funds

ASIC property managed funds

Two property sector managed funds have had interim stop orders applied to them by ASIC for deficiencies found in their target market determinations.

read more
Compliance, Documentation

Director ID awareness a worry

director ID SMSF

Director ID awareness among individuals who are directors of companies acting as corporate SMSF trustees is a matter of concern for the SMSF Association.

read more

Copyright © SMS Magazine 2025

ABN 80 159 769 034

Benchmark Media

WordPress website development by DMC Web.