SUPERANNUATION COMPLAINTS TRIBUNAL

Superannuation

Ross Christie, Colin Grenfell, Dr Carolyn Re, Katy Adams and Ella de Rooy will remain with the board for an additional three years....

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Financial planning

SCT feeling pressure as superannuation complaints rise....

Financial planning

Superannuation Complaints Tribunal reveals a rise in complaints....

Financial planning

Super Complaints Tribunal establishes key precedent....

Editorial

Industry super funds are often not complying with the rollover requirements of the new ‘simpler super’ legislation – either deliberately or through administrative incompe...

Editorial

Abstract Goes Here...

Financial planning

Superannuation fund trustees need to make clear to members the reasons for their decisions in granting or disallowing benefits, according to the Superannuation Complaints...

Superannuation

Super splitting laws were supposed to make life easier for divorcing clients – but as Nabil Wahhab reports, when they are reviewed in conjunction with binding death nomin...

Financial planning

At a time when advisers are under pressure because of negative returns, Jack Houwing and Mike Fitzpatrick argue that estate planning presents a business development oppor...

Financial planning

Levies on financial services institutions will rise almost $10 million to $84.8 million in 2003/04, with the superannuation, insurance and authorised deposit taking insti...

Financial planning

Binding death nominations virtually eliminate the need for trustees to make decisions in relation to death benefits, but they are not without their complications. Kathryn...

Superannuation

One of the most difficult parts of the job that financial planners do is helping their clients to plan for the consequences of their death. It is safe to assume that most...

Financial planning

Macquarie has revamped its range of superannuation and allocated pension plans to include a number of estate planning initiatives and life insurance....

Financial planning

After much deliberation, the Senate passed the member/ trustee laws late last year which have significanrt ramifications for self managed super funds (SMSF). The March 31...

Financial planning

The Financial Planning Association’s (FPA) complaints resolution scheme is to be rolled into the operations of its only competitor....

 

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Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

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Jason Warlond

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