Articles by Darin Tyson-Chan

Investments

Fixed income opportunities to be found overseas

Individuals looking to invest in bonds should consider an allocation extending beyond Australian government bonds, according to a specialist fund manager.

read more
Compliance & Regulation, Retirement

ATO reserves position contrary to law

The ATO’s current stance on the elimination of some existing reserves runs contrary to the law and may result in SMSF trustees having to set up an accumulation account to ensure compliance in this area, a technical expert has said.

read more
Strategy

Great tax incentives from innovation investing

Investing in entities recognised as early-stage innovation companies (ESIC) can deliver significant tax advantages for SMSF members, according to a specialist fund manager.

read more
International Shares, Investments

Outperformance requires global market investments

Investing in global markets is necessary for investors to take advantage of the widest range of opportunities that will allow them to experience performance above index-generated returns, an active high-conviction fund manager has said.

read more
Compliance & Regulation, Retirement

Disregarded small fund asset awareness needed for ECPI

SMSF trustees need to consider the new rules pertaining to disregarded small fund assets when assessing whether an actuarial certificate will be needed to claim exempt current pension income (ECPI), an industry technical expert has said.

read more
Investments

All Ordinaries index not most useful

The monitoring of Australian equities performance can be performed in a more meaningful manner by using an alternative measure to the All Ordinaries Index, a leading economist has suggested.

read more
Strategy

Fidelity embarks on active ETF strategy

International fund manager Fidelity has implemented a strategy to introduce a series of active exchange-traded funds into the market with the express view of assisting SMSF investors achieve better portfolio diversification.

read more
Business news

Intergenerational estate planning requires varied pension strategy

Trustees should look to use a dual pension arrangement to achieve better intergenerational estate planning outcomes within their SMSFs, a strategy specialist has proposed.

read more
Strategy

Infrastructure investments must avoid sovereign risk

SMSF trustees looking to invest in infrastructure via a fund manager must examine the nature of the underlying assets in the portfolio to ensure they are not exposed to sovereign risk, according to a specialist investment house.

read more
Investments

Bond universe bigger than shares

The size of the global bond market compared to the global equities market suggests it has the ability to offer SMSF trustees a wider variety of opportunities to invest in companies and governments, a fixed income manager has said.

read more

Copyright © SMS Trustee News 2024

ABN 43 564 725 109

Benchmark Media

Site design Red Cloud Digital