Articles by Darin Tyson-Chan

Fixed Income, Investments

Market factors challenge fixed income approach

Fixed income Bonds Risk Pure relative value

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

read more
Australian Shares, Fixed Income, Investments

Active managers struggled in 2023

Active managers Vanguard S&P Dow Jones Indices

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

read more
SMSF, Tax

Repeated call to fix soft cap error

Division 296 Error SMSF Association

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.

read more
Legislation, SMSF, Tax

New super tax labelled a shocker

Division 296 Unrealised capital gains Indexation Angus Taylor

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

read more
Economy

Tough times, but no recession

Recession Interest rates Zenith RBA

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

read more
Investments, SMSF, Strategy

Investment bands a compliance hazard

SMSF portfolio Asset allocations Investment strategies Compliance Liz Westover

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

read more
Legislation, SMSF, Superannuation, Tax

$3m cap issue with reserves

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

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

read more
Australian Shares, Investments

IPO market remained poor in 2023

IPO

The number of IPOs and the capital they raised in 2023 established an all-time low since 2004 when analysis of the activity was first performed.

read more
Administration, Auditing, Compliance & Regulation, SMSF

Many solutions for in-house assets

In-house assets SMSF rectify

Trustees do not need to obey the letter of the law when looking to rectify a breach of the in-house asset rules from a practical perspective.

read more
Compliance & Regulation, SMSF, Superannuation

Foreign transfers limited by timelines

Foreign super fund Transfer Residency Lump sum payment

The Australian superannuation rules make lump sums paid from overseas pension schemes attractive but perhaps unachievable.

read more

Our Story

selfmanagedsuper is the definitive publication covering Australia’s SMSF sector. It uniquely offers online content tailored separately for SMSF professionals and individual trustees participating in the fastest growing and largest sector of the superannuation industry. As such, it is a must read for those wanting to stay informed about the latest news, regulatory developments, technical strategies, investments, compliance, legal and administration issues concerning SMSFs.

Copyright © SMS Trustee News 2024

ABN 80 159 769 034

Benchmark Media

WordPress website development by DMC Web.