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SUPERANNUATION COMPLAINTS TRIBUNAL
Editorial
Despite the Parliament having risen for the winter recess, and probably for the last time before a Federal election, it will nonetheless be difficult to keep politics out...
Superannuation
ASIC may have to explain to a Parliamentary Committee why, when its resources are stretched, it has expended effort reviewing the operations of an independent statutory b...
Superannuation
Newly appointed AMP SMSF executive Peter Burgess explains that assessing suitability and explaining risks is the key to good SMSF advice....
Superannuation
ATO data points to fewer excess contributions breaches in 2011-12, but some are finding their way to the SCT....
Superannuation
Fewer concessional contributions tax breaches may be occuring but more disputes around them are hitting the Super Complaints Tribunal....
Superannuation
The Superannuation Complaints Tribunal (SCT) is currently working through a raft of complaints about contributions tax deductions and has called for accountants to lift t...
Superannuation
Specialist barrister Noel Davis explains the ramifications of the latest AAT decision relating to excess contributions and why trustees, members and employers should all ...
Superannuation
AIST accuses Federal Opposition and retail funds of driving attacks on industry fund governance model....
Editorial
Financial planners are required to be members of an approved external disputes resolution service but they may not always know whether they are getting value for money....
Financial planning
Documentation key to handling death benefit disputes within SMSFs, according to superannuation documentation provider Topdocs....
Editorial
In the wake of concerns about APRA's handling of the collapse of Trio Capital it has emerged that the regulator has little or no idea how well superannuation funds perfor...
Superannuation
Superannuation funds must ensure they are 'fiduciaries first and marketers second', according to Superannuation Complaints Tribunal chair Jocelyn Furlan....
Superannuation
Written complaints to the Superannuation Complaints Tribunal about industry funds increased by 25 per cent last year, while complaints about retail funds decreased slight...
Superannuation is not keeping up with the evolution of our society, according to Julie Steed....
Policy & Regulation
FOFA's approach to financial advice delivered by superannuation funds could result in conflicting decisions on disputes in different jurisdictions....
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...