Articles by Darin Tyson-Chan

Investments

Global small-cap companies need consideration

small caps allocation

Limiting small-cap portfolio allocations to companies listed on the ASX will restrict the returns investors can enjoy from this sector.

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Investments, Technology

Another WA deal for OpenInvest

OpenInvest Pascoe Partners

A new online investment solution will now be available on the OpenInvest platform, offering consumers access to four diversified portfolios.

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ATO, Compliance & Regulation, SMSF

Fund wind-up timeframe extended

SMSF wind-up timeframe

The timeframe open for trustees to finalise the closing of an SMSF after the lodging of the final annual return has been extended.

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ATO, Compliance & Regulation, Contributions

Rounding can compromise compliance

Contribution rounding

The application of rounding when reporting contributions can inadvertently lead to very tough compliance penalties for SMSF trustees.

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ATO, Compliance & Regulation

New compliance guidance imminent

SMSF compliance guidance

New compliance guidance materials are being formulated by the ATO, one of which marks a change in approach with education directions.

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ETFs, Investments

Asset scrutiny critical to sound ETF selection

ETF assets

Understanding the underlying assets of an ETF is important to allow investors to properly assess the offering in question.

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Pensions, Retirement

Standard minimum pension level returns

Minimum pensions

The recent budget gave the industry a very good indication that minimum pensions will be returning to pre-COVID rates from 1 July 2023.

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Investments, Strategy

Identification of quality of most benefit

Quality stocks

Investors should look to buy quality shares and assess this characteristic in the context of where a particular company is headed in the future.

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Superannuation, Tax

No new detail on $3m soft cap

$3 million super tax

There has been almost no new detail included in the 2023 federal budget regarding the proposed new tax on total super balances above $3 million.

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Pensions

Legacy pensions a missed opportunity

legacy pensions budget

Having no reference to the issue of legacy pensions in the 2023 federal budget has been labelled as a missed opportunity given other super measures.

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