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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....
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...
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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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...