Insurance
Insurance - What sort of premiums do we offer, Stepped or Premium?
Stepped
What type of verification is mandatory for all TPA to know in order to access their member's account?
Verbal Password.
Where can i find the performance return information?
Australian Super -> Investment Tab -> Investment Performance.
What was Nathan's backing AFL Team?
Geelong Cats
What are the three main points of ID We ask for verification before/after we get their full name and DOB?
Member Number, recent employment and Beneficiary
What is the minimum age for age based insurance?
15 years old.
Which adviser type requires a relationship with the member?
Personal Advisor.
Name 2 of the 4 options for investment options listed on our website.
Equities, Real Assets, Fixed Income and Cash.
Who nailed the TPD insurance topic yesterday?
Pauline and Tiarni
Why would a withdrawal application be labled with pended? (Multiple Reasons)
- More info needed
- Clarification needed on info provided
- An Error on the application needs resolving
- Application invalid/Member not elligible
65 years old.
In your call notes and urgent notes, what does this code mean? - CCI001
Financial Advisor
Name 3 of the 6 Premixed options available.
High Growth, Balanced, Socially aware, Indexed Diversified, Conservative Balanced and Stable are all acceptable options.
What is Aidan's go-to drink this week?
Watermelon Redbull
Concenssional or Non-concessional? Empolyer contributions
Concessional
Are DTH and TPD linked?
Yes. Death and TPD are a linked benefit, which means that, a payment of a:
TPD Benefit reduces the member’s Death cover by the same amount.
Terminal Illness benefits will reduce the member’s Death and TPD cover by the same amount.
What are the four types of authority provided for our members?
Adviser, Personal, Professional, POA.
What are the 4 options for DIY Investments?
Australian Shares, International Shares, Diversified Fixed Interest, Cash.
Where does Gracey plan to NOT go on the weekend?
The Rodeo! whatwhaat
Carry forward Rule involves how many financial years?
5
Name all types of work rating.
Blue collar, White Collar, Professional.
What is NOT a valid reason for escalation? Media Threat, SLA, Settlement of Property or Financial loss due to processing?
All of the above
What is classed as a low risk investment option for less than 5 years?
Cash
What was the name of the song stuck in Kim's head this morning?
Total Eclipse of the Heart - Bonnie Tyler
What options do we have for member contributions?
Bpay and Direct Debit.