Articles by Darin Tyson-Chan

SMSF, Tax

Scam loss write-offs possible

Scam Tax deduction Capital Gains Tax CGT

Favourable tax treatment may be available to SMSF members who have been victims of an investment scam in certain circumstances.

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Investments

Physical gold mitigates investor risk

Gold SMSF

Holding physical gold can lower investor risk in comparison to purchasing shares in a company that participates in the commodity sector.

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Documentation, Trusts

TIS obligations more severe for SMSFs

SMSF Self-managed superannuation trust income schedule trust distributions wrap platform Accurium Mark Ellem

The new requirement to complete a trust income schedule for trust and managed fund distributions is more imposing for SMSF trustees.

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Documentation, Investments

Investment strategy needs yearly review

SMSF Self-managed superannuation investment strategy SMSF Association Neil Sparks

Generally the SMSF investment strategy should be reviewed every 12 months, but does not automatically need amending as a result of the process.

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ATO, Documentation

Common annual return errors noted

SMSF annual return Errors ATO Melissa Anstis exit strategy

The ATO has noticed simple identifiable errors are appearing on SMSF annual returns that are delaying the timely processing of these documents.

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Estate Planning

EPOAs compromised by state laws

SMSF Self-managed superannuation enduring power of attorney EPOA State law View Legal Matthew Burgess

Differences in the legislation of each Australian state can significantly impact the effectiveness of an EPOA an SMSF has in place.

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Death Benefits, Pensions

Correct death beneficiary a critical detail

Confirmation as to whom death benefits should be assigned needs to be established before a reversionary pension is implemented.

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ETFs, Investments

Three new ETFs enter the market

International wealth manager Dimensional Fund Advisors has launched three actively managed ETFs on the ASX to expand and complement its existing product range in Australia.

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Legislation, Tax

Coalition will scrap Div 296 tax

Division 296 tax Legislation Parliament SMSF Self-managed superannuation

It has been confirmed the Division 296 tax will be revoked by the federal opposition should the coalition be returned to power at the next election.

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Pensions, Tax

Reversionary pensions impact $3m cap

Pension Non-reversionary pension Death benefit Division 296 tax Total superannuation balance

SMSF members who are death pension recipients can expect to have a reduced Division 296 tax liability if the income stream was non-reversionary.

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Our Story

selfmanagedsuper is the definitive publication covering Australia’s SMSF sector. It uniquely offers online content tailored separately for SMSF professionals and individual trustees participating in the fastest growing and largest sector of the superannuation industry. As such, it is a must read for those wanting to stay informed about the latest news, regulatory developments, technical strategies, investments, compliance, legal and administration issues concerning SMSFs.

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