Articles by Darin Tyson-Chan

LICs

Magellan floats new global equities LIC

Magellan Asset Management has launched a listed investment company (LIC) offering individuals the chance to invest in a focused portfolio of international equities.

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Investments

Opportunities result from geopolitical risk

Good investment opportunities are arising in global credit markets in the wake of geopolitical risks around the world, a specialist fund manager has said.

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Investments

Ignore short-term reporting season woes

A mid-tier chartered accounting firm has warned investors not to allow negative noise stemming from the latest company reporting season to disrupt their long-term wealth-building strategies.

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Compliance & Regulation

Auditor banned over independence issues

John Evennett, from New South Wales, has been disqualified from being an approved SMSF auditor by the Australian Securities and Investments Commission (ASIC).

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Compliance & Regulation

TRIS conversion could cause cap problems

SMSF trustees need to be cautious that the new treatment of transition-to-retirement income streams (TRIS) does not lead to a breach of the transfer balance cap (TBC) introduced on 1 July, a senior SMSF technical practitioner has said.

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Investments

Insurance bonds can be super alternative

Insurance bonds can act as a viable alternative tax-effective investment structure to superannuation for individuals whose ability to contribute to their retirement savings fund has now been restricted or eliminated as a result of the new super reforms, an investment bond specialist has said.

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Estate Planning

SMSFs shift closer to estate planning vehicle

SMSFs have now potentially become more of an estate planning vehicle after the implementation of the $1.6 million transfer balance cap, a sector strategist has said.

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Compliance & Regulation

CGT relief to be reported separately

SMSF advisers and trustees must be aware that notifying the ATO about the use of the capital gains tax (CGT) relief provisions, included as part of the superannuation reforms introduced on 1 July, cannot be done via the annual return of the fund.

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Strategy

TBC only a transitional arrangement: Morrison

Treasurer Scott Morrison.

Federal Treasurer Scott Morrison has used a recent SMSF community address to emphasise the transfer balance cap introduced on 1 July should be regarded as a transitional measure only.

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ATO

ATO dislikes two-fund strategy

The ATO has officially declared its dislike of running two SMSFs in conjunction with one another as a method by which to manage and comply with the newly imposed $1.6 million transfer balance cap in video content it has released with the SMSF Association.

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