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Showing 11 - 20 of 30 results for "Technical Services Forum"

Retirement living advice is an opportunity: Challenger Financial Standard Technical Services Forum

KARREN VERGARA  |  FRIDAY, 21 SEP 2018
... clients, according to a technical services expert. Speaking at yesterday's Challenger Financial Standard Technical Services Forum, AMP Financial Planning technical consultant Stuart McMullen reminded financial advisers that one of the biggest decisions ...

Technical Services Forum looks at tax and aged care

KANIKA SOOD  |  FRIDAY, 8 JUN 2018
A room full of finance professionals tackled tricky case studies at the Challenger Financial Standard Technical Forum in Sydney yesterday afternoon. Technical services professionals from IOOF and BT Financial Group presented case studies based on two ...

Spotlight on financial elder abuse

JAMIE WILLIAMSON  |  FRIDAY, 6 APR 2018
... radar as it becomes increasingly difficult to recognise. Speaking at the Challenger Financial Standard Technical Services Forum, KJB Law senior solicitor Kerstin Glomb said cases of improper exploitation - being abuse of a trust relationship resulting ...

FS has you covered in 2017

DARREN SNYDER  |  FRIDAY, 22 DEC 2017
Financial Standard attended all the major industry conferences this year to keep you informed. Chief Economists Forum It may well be Rainmaker's 25th anniversary in 2017, but this year also marked the anniversary of several historic and global economic ...

Technical Services Forum tackles super challenges

ALEX BURKE  |  FRIDAY, 15 SEP 2017
The September Challenger Financial Standard Technical Services Forum addressed two key concerns around superannuation reform: death benefits and the cost of aged care. Speaking on the former, Colonial First State senior technical manager Yvonne Chu ...

Reversionary pension and CGT changes supported

DARREN SNYDER  |  WEDNESDAY, 16 NOV 2016
... manager, SMSF technical and private wealth, Graeme Colley told a recent Challenger Financial Standard Technical Services Forum that the transitional arrangements also provide capital gains tax (CGT) relief for complying superannuation funds. In its explanatory ...

Technical Services Forum shines light on leading specialists

ALEX BURKE  |  TUESDAY, 8 NOV 2016
... awards for UNSW Retirement Planning and Aged Care courses at the final Challenger Financial Standard Technical Services Forum for 2016. Ling Wang and Rahul Sing, technical services managers at IOOF and ANZ respectively, won the awards, valued at $3,750 ...

Advisers and aged care homes should forge relationships: BUPA

MARK SMITH  |  FRIDAY, 9 SEP 2016
... to BUPA's Jane McNab. Addressing some 50 industry professionals at the Challenger Financial Standard Technical Services Forum in Sydney, McNab, an operations manager for business administration for the healthcare group, highlighted the complexity of ...

Unintended consequences unearthed in super changes

MARK SMITH  |  FRIDAY, 10 JUN 2016
... include a $1.6 million cap on funds entering the pension phase, at the latest Challenger Financial Standard Technical Services Forum in Sydney. In TPD insurance scenario testing the forum's attendees unearthed an unintended consequence of the cap which ...

Advisers looking for longevity and aged care solutions

ALEX BURKE  |  WEDNESDAY, 9 MAR 2016
... becoming key concerns for financial advisers, as demonstrated by the first Challenger Financial Standard Technical Services Forum. Challenger head of technical services Andrew Lowe spoke first, discussing the various different approaches on the retirement ...