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23 Feb

Posted at 03:52h in Practice Areas

[vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern"][vc_column][vc_column_text]Valuation of mortgage commissions. Background More information to come. Benefits More information to come. Services More information to come. Methodology More information to come. Information Needs More information to come. Fees The practice believes that quality service justifies its price, but seeks to be competitive in its fee...

23 Feb

Posted at 03:34h in Practice Areas

Foreign pension fund transfers to Australia.[vc_separator type='normal' position='center' color='' thickness='' up='' down=''][vc_separator type='normal' position='center' color='' thickness='' up='' down=''] Background Members of foreign pension or superannuation funds can transfer their entitlements to Australian superannuation funds subject to the laws of governing the foreign funds. In particular, Members of United...

23 Feb

Posted at 03:31h in Practice Areas

Account based pension certificates; Account based pension projections; Lifetime pension certification; Fixed term pension certificates. [vc_separator type='normal' position='center' color='' thickness='' up='' down=''] Background Self managed superannuation funds are an efficient vehicle for families to provide their superannuation benefits. They are restricted to four members, have lower disclosure requirements...

23 Feb

Posted at 03:29h in Practice Areas

Valuation and certification of contingent interests and financial assets and liabilites under AASB 139; Demographic studies; Projections; General consulting. [vc_separator type='normal' position='center' color='' thickness='' up='' down=''] Background Contracts between retirement village residents and owners and managers generally involve payment of a deferred management fee (DMF) on vacation. The...

23 Feb

Posted at 03:25h in Practice Areas

Valuation of economic loss; Valuation of care costs; Statistical and probability studies; Population modelling and process. [vc_separator type='normal' position='center' color='' thickness='' up='' down=''] Background Litigants often need to determine the value of damages that they have suffered. These damages include loss of income, the cost of rectification and...

23 Feb

Posted at 03:24h in Practice Areas

Liability assessments and certification; Premium setting; Simulation; General consulting. Background Federal legislation mandates the appointment, by general insurers, of "appointed actuaries". Appointed actuaries are required to certify general insurers' outstanding claim and premium liabilities. Actuaries can also assist the management of general insurers in premium setting, underwriting,...

23 Feb

Posted at 03:23h in Practice Areas

Valuation of interests in superannuation funds; Valuation of life tenancies and reversionary interests. Background Families need to determine values of assets held by family members for either family law or estate wind up purposes. Valuations can also be required in connection with Binding Financial Agreements under the...

23 Feb

Posted at 03:23h in Practice Areas

Long service leave valuations; Sick leave valuations; Annual leave valuations; Superannuation advice; Superannuation fund selection; General consulting.   Background Under Australian Accounting Standard 119 (AASB19), reporting entities are required to value their liabilities for employee benefits. These liabilities typically include those related to long service leave, annual leave...

19 Feb

Posted at 06:01h in Practice Areas

Background Funds paying lifetime and fixed term pensions are required to have annual actuarial certificates. These certificates must show whether there is a high (70%) probability of their being sufficient. These certificates can be used to "segregate" assets into those supporting "current pension liabilities" If assets...

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