Articles by Darin Tyson-Chan

Design weaknesses of annuities addressed

April 8, 2024

Retirement income Account-based pensions Annuities

Annuities are showing an increase in popularity among retirees since providers of these products have addressed some of the associated design issues.

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Business news, Investments

Impact investing loses some appeal

April 8, 2024

Darin Tyson-Chan

Difficult economic conditions are seeing a worldwide shift away from impact investing in favour of chasing higher portfolio returns.

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ATO, Compliance & Regulation, SMSF

Dob in illegal access advice

ATO Illegal early access Promoters SMSF Superannuation

March 25, 2024

Darin Tyson-Chan

Superannuants have been asked to report individuals who are encouraging illegal early access of retirement savings balances to the ATO.

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Fixed Income, Investments

Market factors challenge fixed income approach

Fixed income Bonds Risk Pure relative value

March 25, 2024

Darin Tyson-Chan

The volatility currently afflicting fixed income markets should make investors reconsider their reliance on yield in portfolio bond allocations.

Active managers struggled in 2023

Active managers Vanguard S&P Dow Jones Indices

March 8, 2024

Darin Tyson-Chan

Actively managed investment funds on the whole struggled to outperform the benchmarks against which they are assessed in 2023.

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SMSF, Tax

Repeated call to fix soft cap error

March 8, 2024

Darin Tyson-Chan

A request has been made to amend a noticeable error in the bill tabled to parliament to enable the introduction of the $3 million soft cap.

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Legislation, SMSF, Tax

New super tax labelled a shocker

Division 296 Unrealised capital gains Indexation Angus Taylor

February 26, 2024

Darin Tyson-Chan

The proposed Division 296 tax has been described as a shocking move by the government and an unindexed wealth tax on Australians.

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Economy

Tough times, but no recession

February 9, 2024

Darin Tyson-Chan

The Australian economy is likely to avoid a recession, but will continue to face difficult times over the course of this year.

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Investments, SMSF, Strategy

Investment bands a compliance hazard

SMSF portfolio Asset allocations Investment strategies Compliance Liz Westover

February 9, 2024

Darin Tyson-Chan

The inclusion of specific allocations to particular asset classes in SMSF investment strategies should be avoided to mitigate compliance issues.

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Legislation, SMSF, Superannuation, Tax

$3m cap issue with reserves

Total superannuation balance $3 million soft cap tax Superannuation reserves Concessional cap

January 25, 2024

Darin Tyson-Chan

The treatment of reserve allocations to members for the purpose of the $3 million soft cap is problematic and can have significant adverse outcomes.

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