Articles by Darin Tyson-Chan

Estate Planning

Estate planning education still required

superannuation assets death

The treatment of superannuation benefits in the event of a member dying remains an area largely misunderstood by the general public.

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ATO, Retirement

Illegal early access on the rise

retirement early access

SMSFs being set up to allow individuals to access their retirement savings early and illegally increased last year and the trend is continuing.

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ATO, Contributions

Cap rule change not a strategic break

excess contribution charge

The scrapping of the excess concessional contributions charge in the Your Future, Your Super laws is not an opportunity to gain a tax benefit.

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Investments, Portfolio Construction

OpenInvest looks to bridge advice gap

financial advice OpenInvest

A new wealth platform has been introduced to the market that will give individuals better access to investment portfolios and financial advice.

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ATO, Superannuation

Temporary ESA solution complex

ESA SuperStream

The ATO has outlined a complicated solution to allow SMSFs with an ESA that is not rollover ready to receive a transfer of benefits.

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Superannuation

Corporate trustee now winning the day

corporate trustee SMSF

Having a corporate trustee is now the preferred operational structure for SMSFs at establishment and during the fund’s lifespan.

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ATO, Contributions

SuperStream may affect year-end strategy

SuperStream contribution strategy

The SuperStream system could have a significant effect on the common contribution reserve strategy should it be applied more broadly to SMSFs.

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Regulation, Retirement

SMSFs get retirement income covenant bypass

retirement income covenant

SMSFs will not be bound by the proposed legislation requiring superannuation fund trustees to formulate a retirement income strategy for members.

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Retirement

COVID-19 impacts retirement plans

retirement COVID-19

Investor research has shown Australians have changed their attitudes towards retirement as a result of the coronavirus pandemic.

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Superannuation

Bank statement can’t provide strategy order

SMSF bank statement

Transaction narratives appearing on an SMSF bank statement have no relevance in determining which member account a withdrawal is applied against.

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