Articles by Darin Tyson-Chan

Strategy

Borrowing to contribute has some merit

The dramatic reduction in the superannuation non-concessional contributions caps to be introduced on 1 July has given some merit to the strategy where an individual puts borrowed money into their retirement savings vehicle, a senior accounting executive has said.

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Investments

Reporting season a valuable investing guide

Reporting season, when listed companies release their latest results, can be a useful guide as to which locally listed shares to invest in, a prominent equities analyst has said.

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Economy

Markets to rise in medium term

A senior economist has said he expects both Australian and global equity markets to strengthen in the coming six to 12 months.

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Compliance & Regulation

Proposed change to LRBA asset treatment

Legislation amendments on the cards.

The federal government has mooted two significant amendments to the new superannuation legislation set to take effect from 1 July this year pertaining to the treatment of assets acquired under a limited recourse borrowing arrangement (LRBA) in regard to the total superannuation balance and the transfer balance cap.

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Investments

Dividend inflection point may be approaching

Australian companies could soon be at a point of scaling back the dividends they are declaring for shareholders in favour of greater reinvestment of profits, a senior portfolio manager has said.

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Compliance & Regulation

Separation of assets a major compliance issue

The recording of SMSF assets under the proper name or entity is an issue the ATO has ranked among its top 10 current compliance problems.

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Compliance & Regulation

Optimal SMSF performance threshold defined

The latest joint research from SuperConcepts and the University of Adelaide’s International Centre for Financial Services has determined the SMSF asset balance at which investment returns generated significantly improve for members.

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Commercial Property

Commercial property good for diversification

Trustees should consider greater allocations to unlisted commercial property in SMSF portfolios for better diversification and returns, according to a manager for the asset class.

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ATO, Compliance & Regulation

ATO survey to follow up FSI

Ocean view with rock cliffs either side.

The ATO is currently running a survey to determine the state of limited recourse borrowing arrangements (LRBA) within SMSFs to see whether the regulation of these strategies is sufficient.

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Compliance & Regulation

New NCC bring-forward rule more complicated

SMSF trustees need to be aware of the change in the operation of the non-concessional cap bring-forward rule to ensure they are certain about the level of superannuation contributions they can make, an industry solicitor has said.

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