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Showing 31 - 40 of 201 results for "Ombudsman"

Six new ombudsmen at AFCA

KARREN VERGARA  |  WEDNESDAY, 28 JUL 2021
... insurance team in August. AFCA has promoted three of its own as ombudsmen: Vicki Carter and Mervyn Silverstein are new ombudsman within the superannuation team, and Qasim Gilani will sit in the insurance team. In other appointments within the organisation ...

EOFY tips for advisers

KARREN VERGARA  |  WEDNESDAY, 30 JUN 2021
... tax agent have to submit a tax return by 31 October 2021. Statistics by the Inspector General of Taxation and Taxation Ombudsman reveals small businesses owe the tax office $21 billion - reaching an all-time high. The debt is held by just 6.4% of the ...

AFCA names human resources lead from ME Bank

KARREN VERGARA  |  FRIDAY, 18 JUN 2021
... for media groups the BBC and Fairfax, and Swedish-American company Autoliv. Emma Curtis recently joined AFCA as lead ombudsman for insurance, while Suanne Russell joined as lead ombudsman for small business.

AFCA names two lead ombudsmen

ANNABELLE DICKSON  |  MONDAY, 31 MAY 2021
... lead ombudsmen for insurance and small business, hiring from ASIC and Westpac. Emma Curtis has been appointed as lead ombudsman, insurance and Suanne Russell joined as lead ombudsman, small business. Curtis joins from ASIC where she was senior executive ...

AFCA welcomes new chair

KARREN VERGARA  |  MONDAY, 17 MAY 2021
... been involved in. John's independence and experience will be instrumental in driving AFCA's vision to be a world-class ombudsman service into the future," Coonan said. Coonan is the authority's inaugural chair, appointed in April 2018 with the task of ...

Advice practices set to benefit from tax cuts

KARREN VERGARA  |  WEDNESDAY, 12 MAY 2021
... recovery actions against a small business, while the case is being heard," Australian Small Business and Family Enterprise Ombudsman Bruce Billson said. The Financial Planning Association of Australia said it welcomes a number of changes to superannuation ...

Key Treasury initiatives outlined

JAMIE WILLIAMSON  |  TUESDAY, 11 MAY 2021
... the delivery of its priorities. These include Treasury's engagement with key agencies like ASIC and the Small Business Ombudsman ($49m) and the continued operation of the Financial Adviser Standards and Ethics Authority until December 31 ($2.5m).

FPA launches file note guidance

ELIZABETH MCARTHUR  |  MONDAY, 26 APR 2021
... gives greater clarity around why decisions are made but could be used when supporting evidence is needed." AFCA chief ombudsman David Locke said record keeping and communication are key for advisers to avoid complaints and address them effectively. "Documents ...

Review of AFCA underway

ELIZABETH MCARTHUR  |  MONDAY, 22 FEB 2021
... establishment of AFCA represented significant reform of financial services complaints resolution in Australia," AFCA chief ombudsman and chief executive David Locke said. "We are proud of all that AFCA has achieved in the space of two years. AFCA welcomes ...

AFCA chair under fire

ELIZABETH MCARTHUR  |  THURSDAY, 18 FEB 2021
... time," Smith added. A spokesperson for AFCA said: "As chair of AFCA, Helen Coonan has helped to establish a world-class ombudsman service that is free to consumers and small business, and binding on financial firms. During her time as chair, AFCA has ...