Articles by Darin Tyson-Chan

Compliance & Regulation

Regulator warns of Coffs Harbour shonks

The Australian Securities and Investments Commission (ASIC) has warned SMSF trustees to be wary of spruikers operating in the Coffs Harbour region who are promoting illegal early release of superannuation strategies. The operation involves encouraging individuals to establish an SMSF and roll their existing retirement savings into the new fund. From there, the new trustees […]

read more
ATO, Compliance & Regulation

ATO issues LCRs relating to legal amendments

The ATO has published two new law companion rulings (LCR) on its legal database addressing legislative amendments currently being considered by the federal Parliament. LCR 2018/D10 is a draft ruling revealing how the commissioner will apply the law as determined by the Treasury Laws Amendment (2018 Superannuation Measures No 1) Bill with respect to non-arm’s-length […]

read more
International Shares, Investments

Rating upgrade for Pan-Tribal fund

Research house Zenith Investment Partners has upgraded the rating awarded to the Pan-Tribal Global Equity Fund to highly recommended. According to Zenith, the improved assessment of the offering was based on the high regard it has for the manager’s investment team. “Our conviction in the fund is underpinned by the high regard we hold for […]

read more
Documentation, Estate Planning

Control of fund key to estate plan

The person who assumes control of an SMSF upon the death of a trustee or member is the most important factor in guaranteeing the benefits of the deceased are distributed to the desired recipients, a specialist SMSF lawyer has said.

read more
Investments

Fundamentals crucial in start-up investing

Individuals looking to invest in organisations that are in start-up phase must look at traditional company fundamentals to assess whether these entities will perform well and provide a good opportunity to enjoy solid returns, a financial commentator has said.

read more
Compliance & Regulation

Government moves to fix legal anomalies

&

The federal government has announced it will be amending the current superannuation legislation to correct a few irregularities that have led to poor and inconsistent outcomes for SMSF trustees.

read more
Compliance & Regulation, Investments

Govt to launch franking credit inquiry website

The federal government will soon establish a website to encourage all concerned parties to express their views to the House of Representatives Standing Committee on Economics inquiry into the proposed removal of franking credit refunds for certain individuals.

read more
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

Copyright © SMS Trustee News 2025

ABN 80 159 769 034

Benchmark Media

WordPress website development by DMC Web.