Articles by Darin Tyson-Chan

Compliance & Regulation

Contributions caps include foreign transfers

SMSF trustees wanting to transfer retirement savings held in overseas pension schemes need to be aware these types of transactions count towards their contributions cap limits, a superannuation technical specialist has warned.

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Residential Property

Sydney, Melbourne lead way for residential property

Property investment specialist Future Estate’s August residential property update has indicated Sydney and Melbourne are the two cities providing the strongest capital gains.

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Compliance & Regulation, ETFs

ETF investments need proper scrutiny

Investments in exchange-traded funds are very popular among SMSF trustees for a variety of reasons, but a proper assessment of these products remains crucial, according to a specialist fund manager.

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Compliance & Regulation

ASIC against compulsory SMSF minimum balance

The Australian Securities and Investments Commission has rejected suggestions an obligatory minimum balance should be satisfied before an SMSF can be set up.

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Compliance & Regulation

Pensions need immediate start for CSHC grandfathering

SMSF clients wanting to take advantage of the grandfathering rules applying to the Commonwealth Seniors Health Card should commence pensions immediately, according to an industry expert.

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Infrastructure

Infrastructure can be multi-dimensional for SMSFs

Global listed infrastructure as an asset class can be used to achieve many different investing objectives for SMSF trustees, according to an international portfolio manager.

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ATO, Documentation

ATO seeking extra contributions documentation

The Australian Taxation Office has begun asking SMSF trustees for additional supporting documentation as part of the new reporting rules for deferred contributions.

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Business news

Russell rated best multi-manager

Russell Investments is the only product provider to be awarded a highly recommended rating in research house Zenith’s multi-manager sector review.

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ATO

ATO to focus on loans in 2013/14

Rules to watch in the months ahead

The Australian Taxation Office (ATO) will focus a large part of its compliance activity on loans within SMSFs in the 2014 financial year.

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Strategy

SMSF trustees seeking specialist advice

The latest research into the SMSF sector has revealed trustees are specifically looking for specialist advice to help them manage their retirement savings.

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