Articles by Darin Tyson-Chan

Retirement

Advice focus shift required on retirement

advice retirement spending

The advice focus for pre-retirees and retirees needs to move towards spending guidance rather than some of the more traditional advisory themes.

read more
Technology

Next generation SuperMate to launch in 2022

SuperMate upgrade

SMSF accounting software platform SuperMate has undergone a complete upgrade and will be released into the market in February next year.

read more
ATO

TBAR amnesty can’t be relied on

TBAR penalties

The ATO’s position to date not to impose penalties for the late lodgement of transfer balance account reports cannot be expected to last.

read more
ASIC

Mawhinney hits back at contempt claims

ASIC Mayfair contempt

Formal complaints have been filed against ASIC in response to the regulator’s contempt of court allegations regarding Mayfair 101.

read more
Documentation

TBAR uniformity preferred

TBAR single framework

SMSF practitioners have indicated they have a preference for a single framework for transfer balance account reports to be introduced.

read more
Auditing

Trustees can take valuation lead

property valuation trustees

Trustees and accountants can play an active role in compiling sufficient property valuation information for an SMSF audit.

read more
Cryptocurrency, Superannuation

Crypto presents compliance issues

cryptocurrencies SMSF

Holding cryptocurrencies within an SMSF portfolio can present significant compliance issues for both trustees and advisers.

read more
Financial Planning

Digital advice pivotal to sustainable development

digital advice sustainable

Digital financial advice can play a meaningful role in helping to achieve the United Nations’ sustainable development goals.

read more
Contributions

Bring-forward approach confirmed

NCC bring-forward

Treasury has confirmed how the extension of the non-concessional three-year bring-forward rule to include people aged 64 to 75 will be applied.

read more
ATO

ATO updates SuperStream register

ATO SuperStream register

The register of SMSF messaging providers allowing users to be either wholly or partially SuperStream ready has been updated.

read more

Copyright © SMS Magazine 2024

ABN 80 159 769 034

Benchmark Media

WordPress website development by DMC Web.