The head of the Retirement Planning division is Ron Hardy

Advising on Superannuation and Retirement Planning often has a wide range of back-up support requirements. Here, LSOS provides support functions not only to your staff and advisers, but also where appropriate, direct to your clients and if necessary, to their accountants and lawyers too.

These functions can include:

• A review of your current superannuation administration practices and procedures
• Appraisal of your standard documents (CIBs, trust deeds, annual statements, special notifications etc) to ensure these comply with regulatory requirements & specifications
• Technical support to your staff & advisers
• Individual retirement services for your clients in the 50 - 70 year age group
• Strategies for maximising the benefits available through use of RBLs, salary sacrifice, spouse contributions, super surcharge and pension annuities
• Advice to your customer service and systems support staff on complex technical issues
• Technical advice on reporting obligations to your systems analysts and fund administrators