Search Results | Showing 91 - 100 of 172 results for "Death benefit" |
| | ... advisers, were involved in witnessing client forms incorrectly. NAB adviser Bradley Meyn witnessed non-lapsing binding death benefit nominations in clients' absence. The bank finally fired Meyn for "deliberately falsifying details". However, NAB failed ... |
| | | ... questioning involving a particular adviser, Bradley Meyn, who failed on multiple occasions to have non-lapsing binding death benefit nominations correctly witnessed - that is, in the presence of the actual client. Dover roasted for 'Orwellian' protection ... |
| | | ... questioning involving a particular adviser, Bradley Meyn, who failed on multiple occasions to have non-lapsing binding death benefit nominations correctly witnessed - that is, in the presence of the actual client. Meyn was contacted and asked to respond ... |
| | | Looking beyond 2020, netwealth technical services head Keat Chew said financial advisers must consider the prospect of small tax increases on superannuation earnings and lump sum payments. Speaking at a recent netwealth CPD event in Sydney, Chew took ... |
| | | Six months after the superannuation changes were put in place, self-managed superannuation fund members (SMSF) are still struggling with the complexities of the reforms, the head of the SMSF Association says. Chief executive John Maroney said SMSF members ... |
| | | ... Planning Partners' Amanda Cassar said financial advisers must remember for certain superannuation funds, a binding death benefit nomination made by a client becomes invalid in the event of certain life changes. "When members sign a binding death benefit ... |
| | | ... reviewed to safeguard those rights. Financial advisers must remember that, for certain superannuation funds, a binding death benefit nomination made by a client becomes invalid in the event of certain life changes, Cassar said. "When members sign a binding ... |
| | | ... with SMSFs in which the death of one spouse would trigger a situation where the surviving partner would receive a death benefit forcing their TBC above the $1.6 million cap. "This is not just a problem for SMSFs with large pension account balances already ... |
| | | ... changes in circumstances, particularly people in their life and their assets; who their nominated executor is; binding death benefit nomination for superannuation; arrangements around specific endowments; and capital gains tax and ensuring any consequences ... |
| | | ... adversely affect pre-1 July 2017 super estate planning strategies, which are based on traditional assumptions when using death benefit nominations (BDBNs). In future, death benefit income streams are credits to a beneficiary's transfer balance account ... |
|