Articles by Darin Tyson-Chan

Pensions

Cashless pension commutations problematic

Cashless pension commutations

Adverse tax outcomes can result from full commutations of pensions involving in-specie transfers, a technical services manager has warned.

read more
Fixed Income

Correct fixed income assessment critical

fixed income performance

A fixed income specialist has advised individuals to closely examine performance measures of bond funds in the current low interest rate environment.

read more
Documentation

ATO wants specific e-signing protocols

Electronic signature SMSF

The ATO has confirmed trustees will have to ensure proper protocols are followed when using electronic signatures to approve SMSF financial statements.

read more
Insurance

Tax benefit can’t justify SMSF risk cover

insurance SMSF

A technical mentor has warned against using tax deductions and cash-flow convenience as justification to hold insurance cover within an SMSF.

read more
Superannuation

Cost-competitiveness of SMSFs proven

SMSFs running costs

SMSFs with balances of $200,000 or more are as cost-effective as public offer funds, new research into running costs has shown.

read more
Investments

Alternatives to rescue portfolio construction

alternative investments portfolio

A global funds management house expects alternative investments to provide greater support for traditional asset classes in the coming 10 to 15 years.

read more
Auditing, Documentation

Trustees have SAN misuse duty

trustees san misuse

SMSF trustees have been reminded by the ATO it is their responsibility to ensure their fund has not fallen foul of tax agents misusing SMSF auditor numbers.

read more
Strategy

Separate SMSFs an internal conflict solution

Separate SMSFs member conflicts

A specialist lawyer has suggested establishing separate SMSFs can help avoid member conflicts while still achieving the desired investment objectives.

read more
Investments

Stock mania should be avoided

stock market exuberance

Investors need to be wary not to get caught up in market exuberance that may lead to the purchase of significantly overpriced stocks, a senior wealth management executive has recommended.

read more
Fixed Income

Inflation-linked bonds always add value

Inflation-linked bonds

A fixed income expert has recommended the inclusion of inflation-linked bonds in an investment portfolio, regardless of the levels of inflation the economy is experiencing.

read more

Copyright © SMS Trustee News 2025

ABN 80 159 769 034

Benchmark Media

WordPress website development by DMC Web.