Ross Christie, Colin Grenfell, Dr Carolyn Re, Katy Adams and Ella de Rooy will remain with the board for an additional three years....
SCT feeling pressure as superannuation complaints rise....
Superannuation Complaints Tribunal reveals a rise in complaints....
Super Complaints Tribunal establishes key precedent....
Industry super funds are often not complying with the rollover requirements of the new ‘simpler super’ legislation – either deliberately or through administrative incompe...
Superannuation fund trustees need to make clear to members the reasons for their decisions in granting or disallowing benefits, according to the Superannuation Complaints...
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...
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...
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...
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...
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...
Macquarie has revamped its range of superannuation and allocated pension plans to include a number of estate planning initiatives and life insurance....
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...
The Financial Planning Association’s (FPA) complaints resolution scheme is to be rolled into the operations of its only competitor....
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...