Articles by Darin Tyson-Chan

Estate Planning

Calls to action can limit liability

liability estate planning

Issuing simple estate planning call-to-action statements to SMSF clients can effectively allow advisers to abrogate any liability they may face.

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Cryptocurrency

Digital asset education service launched

digital asset education

A fund manager has launched a research facility to provide much-needed information about digital assets such as Bitcoin.

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Accounting, Business News

Class, Cloudoffis team up for year-end service

Class Cloudoffis

Class and Cloudoffis have formed a partnership to provide SMSF practitioners with a new workpaper solution for their end-of-year processes.

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Portfolio Construction

JP Morgan joins OpenInvest platform

JP Morgan OpenInvest

SMSF members can now access model portfolios constructed by JP Morgan Asset Management via the OpenInvest digital marketplace.

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NALI/NALE, Superannuation

Education can negate NALE

NALE SMSF education

Educating clients about the best compliance practices is likely to be the most effective way of preventing SMSF trustees from breaking the NALE rules.

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NALI/NALE

NALE challenges accepted practices

NALE SMSF

All relationships with SMSF service providers considered conventional in the past may now come under scrutiny due to the LCR 2021/2 NALE rules.

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ATO

Contravention triggers identified

SMSF contravention

The regulator has shared with practitioners the three most significant factors that lead to SMSF regulatory contraventions.

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Investments

Pinnacle backs in OpenInvest

OpenInvest Pinnacle

Fund manager Pinnacle Investment Management has become a cornerstone investor in fintech specialist OpenInvest as part of a capital-raising exercise.

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Estate Planning

Law of choice estate planning key

estate planning SMSF

Selecting the most appropriate legal jurisdiction to govern an SMSF is crucial to fortifying estate planning strategies from court challenges.

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Investments

Asset balance caution still real

SMSF asset balance

A conservative approach continues to be exercised by practitioners in relation to minimum asset balances associated with SMSF establishments.

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