Articles by Darin Tyson-Chan

Two funds assigned first ratings

November 6, 2015

Research house Lonsec has assigned its initial ratings for two managed investment funds – the AllianceBernstein Global Equities Fund and Macquarie Specialist Investments (MSI) Dividend Run-Up Fund.

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Documentation

Poor pension documentation can be costly

November 6, 2015

Darin Tyson-Chan

Having poorly prepared documentation regarding pensions can result in significant tax liabilities for SMSFs, a specialist sector law firm has warned.

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Investments

New automated investing service to target SMSFs

November 6, 2015

Darin Tyson-Chan

A new automated online investing service aimed at providing SMSF members with a low-cost, well-diversified portfolio has been released to the market.

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Business news

BT looks to grow SMSF market share

November 6, 2015

Darin Tyson-Chan

BT Financial Group is planning to grow its share of the SMSF market by including a full-service SMSF facility on its Panorama platform, to be launched in November.

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Compliance & Regulation

Govt to take measured LRBA approach

August 28, 2015

Darin Tyson-Chan

Assistant Treasurer Josh Frydenberg has given a clear indication the government will be addressing the Financial System Inquiry recommendation for a total ban on limited recourse borrowing arrangements within SMSFs in a considered fashion and will not pander to the hysteria surrounding the situation.

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Strategy, Succession Planning

SMSF exit strategy gaining importance

August 28, 2015

Darin Tyson-Chan

Sector regulators have been increasing their emphasis on trustees to consider and perhaps formulate an exit strategy for their SMSF even at the point of establishment.

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ATO

Retirement income taxes remain on the agenda

August 28, 2015

Darin Tyson-Chan

Submissions on superannuation taxes are still being considered as part of the current tax white paper process, even though the federal government has emphatically said it will not impose any new such taxes in its first term, a Treasury official has said.

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Investments

US property market a volatility shield

August 28, 2015

Darin Tyson-Chan

The United States residential property sector can provide shelter for SMSF investors from the volatility and speculation currently affecting equity markets around the world, according to a global fund manager.

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Business news

Dixon Advisory pays ASIC fine

August 28, 2015

Darin Tyson-Chan

SMSF specialist financial planning firm Dixon Advisory has paid two Australian Securities and Investments Commission infringement notices totalling $10,200.

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Fixed Income

Aust fixed income managers struggle to outperform

August 28, 2015

Darin Tyson-Chan

Research house Zenith Investments Partners’ recent review of the domestic fixed income market has found, despite a year of strong returns, few Australian fund managers operating in the space were able to outperform the index over the 12 months ending 30 April 2015.

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