Articles by Darin Tyson-Chan

AFCA

AFCA adopts merit assessment

AFCA merit assessment

A new merit assessment procedure will be used by AFCA in the early stages of financial services disputes to achieve overall efficiency.

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Pensions

Pension status vital in wind-ups

SMSF pensions

The status of all current pensions needs to be taken into account when looking to wind up an SMSF to avoid cancelling any with special treatment.

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Superannuation

Call for superannuation certainty

superannuation election

A call has been made for whichever party forms the next government of the country to ensure the ongoing certainty of the retirement savings system.

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Estate Planning

BDBNs can pose adviser risk

BDBN SMSF legal

The practice of using a BDBN to direct the death benefits of an SMSF member straight to that person’s estate could soon attract legal action.

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Contributions, Regulation

Downsizer change addresses two issues

downsizer contribution issues

Two existing issue within the current superannuation framework have been addressed by the amendment to the downsizer contribution rules.

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Financial Planning

Individual registration a favoured structure

advice individual registration

A financial advice framework incorporating individual registration rather than individual licensing is a favoured option among industry bodies.

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Cryptocurrency

Apply first principles to crypto assets

cryptocurrency assets tax

First principles should be applied to cryptocurrency assets to ensure they are recognised and receive the proper tax treatment.

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ATO

ATO protects over $270m of super

ATO superannuation

ATO figures show the regulator’s risk assessment action over the past couple of years has protected over $270 million of retirement savings.

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Technology

Technology expectation gap real

SMSF technology

SMSF administrators are expecting greater efficiency savings from the adoption of technology than they are currently experiencing.

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Regulation

Review history must be used

advice review history

An accounting body has asked for the learnings from previous industry assessments to be used in the Quality of Advice Review process.

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