№ lp_2_1_12172
File format: docx
Character count: 20636
File size: 216 KB
Formal policy submission presenting IOOF Investment Management Limited’s position and analysis regarding the proposed Retirement Income Covenant and the design, regulation, and social security treatment of Comprehensive Income Products for Retirement in Australia.
Date:
18 June 2018
Organisation:
IOOF Investment Management Limited
ABN:
53 006 695 021
AFS Licence No.:
230524
Addressee:
Manager, CIPRs Retirement Income Policy Division, The Treasury
Address:
Langton Crescent, Parkes ACT 2600
Email:
[email protected]
Author:
Frank Lombardo, General Manager – Client & Process
Type of document:
Policy submission
Subject:
Retirement Income Covenant and Comprehensive Income Products for Retirement (CIPRs)
Related document:
Retirement Income Covenant draft proposal paper released 17 May 2018
Jurisdiction:
Australia
Industry sector:
Superannuation and retirement income
Price: 8 / 10 USD
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The product description is provided for reference. Actual content and formatting may differ slightly.
Year:
2024
Jurisdiction:
Victoria, Australia
Geographic scope:
Victorian local councils
Document type:
Policy framework and guidance document
Subject matter:
Local government finance and borrowing
Issuing body:
Victorian Government
Responsible institutions:
Treasury Corporation of Victoria; Department of Treasury and Finance
Legislative basis:
Local Government Act 2020; Borrowing and Investment Powers Act 1987; Borrowing and Investment Powers (Authority) Regulations 2022
Target audience:
Victorian local councils
Financial instruments:
Loans; financial accommodation; forward settlement loans
Purpose:
Access to borrowing through Treasury Corporation of Victoria
Approval authority:
Treasurer of Victoria
Policy commencement:
September 2021
Year:
2021
Region / city:
Victoria
Topic:
Local government, Loans, Public finance
Document type:
Government policy document
Organization:
Department of Jobs, Precincts and Regions, Treasury Corporation of Victoria
Author:
Department of Jobs, Precincts and Regions, Treasury Corporation of Victoria
Target audience:
Victorian councils
Period of validity:
Not specified
Approval date:
Not specified
Date of amendments:
Not specified
Year:
2025
Region / City:
United Kingdom
Topic:
Legal Role, Government Counsel
Document Type:
Job Information
Period of Validity:
2025-2027
Approval Date:
2025
Date of Amendments:
Not specified
Year:
2021
Region / City:
Victoria
Subject:
Treasury Management
Document Type:
Standing Directions
Agency / Institution:
Department of Treasury and Finance
Author:
Department of Treasury and Finance
Target Audience:
Government Agencies
Effective Period:
From February 1, 2021
Approval Date:
February 2021
Amendment Date:
February 2021
Transition Period:
July 1, 2021
Compliance Date:
June 30, 2022
Year:
2024
Region / City:
Australia
Topic:
Tax Law, Housing Development
Document Type:
Exposure Draft
Organization:
The Parliament of the Commonwealth of Australia
Author:
Treasury
Target Audience:
Policy makers, investors, tax professionals, legal experts
Period of Effect:
Not specified
Date of Approval:
Not specified
Date of Amendments:
Not specified
Context:
The document outlines proposed legislative changes to incentivize investment in build-to-rent (BTR) developments in Australia through tax deductions and other regulatory measures, including a misuse tax.
Year:
2021
Region / city:
India
Topic:
Financial regulations, Reserve Bank of India notifications
Document type:
Official notification
Authority / institution:
Reserve Bank of India
Author:
Reserve Bank of India
Target audience:
Authorised Dealer Category-I banks
Period of validity:
Ongoing
Approval date:
December 8, 2021
Date of changes:
November 8, 2021, October 5, 2021
Year:
June 2020
Region / City:
U.S.
Topic:
Floating Rates, Treasury Foreign Exchange Rates
Document Type:
Specification
Organization:
U.S. International Development Finance Corporation
Author:
Not specified
Target Audience:
Technical staff involved in file integration
Effective Period:
June 2020
Approval Date:
June 2020
Date of Changes:
None
Year:
2016
Department / Agency:
Department of Treasury & Finance, Department Premier & Cabinet
Type of document:
Claim form
Purpose:
Reimbursement of business expenses
Method of payment:
EFT (Electronic Funds Transfer)
Privacy reference:
Privacy and Data Protection Act 2014
Authorized signatory:
Collette O’Neill, Director, VTAC
Financial regulation:
Financial Management Act 1994
Claimant information:
Name, address, telephone, email
Banking details required:
Bank name, BSB number, account number, account name
Declaration:
No private use of claimed expenses
Effective date:
1 July 2016
Ministerial direction:
30 May 2016
Year:
2015
Region / City:
Kampala
Subject:
Judicial Review, Payment of Court Award
Document Type:
Court Application
Organization / Institution:
High Court of Uganda
Author:
Applicants Mahmoud Saad Said and Omari Yassin Assin
Target Audience:
Legal professionals, government officials
Period of Validity:
Not specified
Approval Date:
Not specified
Modification Date:
Not specified
Year:
2012
Date:
December 2012
Author:
Riley Jones, Legal Counsel
Addressee:
The Treasury, Retail Investor Division
Subject:
Consultation on Exposure Draft legislation for replacement of the accountant’s exemption and introduction of a new limited Australian Financial Services Licence
Legislation referenced:
Corporations Regulations 2001; Corporations Amendment Regulation 2013; Superannuation Industry (Supervision) Regulations 1994; Tax Agent Services Act 2009; Tax Agent Services Regulations 2009
Geographical scope:
Australia
Type of document:
Formal submission / consultation response
Consultation period referenced:
1 July 2013 to 30 June 2016
Referenced media release:
Media Release No.84 of 28 November 2011
Year:
2018
Jurisdiction:
Australia
Subject:
Corporate and financial sector penalties
Document type:
Legislative bill explanatory material
Responsible body:
Australian Government, Attorney-General’s Department
Regulatory authority:
Australian Securities and Investments Commission (ASIC)
Target audience:
Legal professionals, financial institutions, regulators
Legislation amended:
Corporations Act 2001, ASIC Act 2001, National Consumer Credit Protection Act 2009, Insurance Contracts Act 1984
Purpose:
Strengthen penalties for corporate and financial misconduct
Date of release:
2018
Related reports:
ASIC Enforcement Review Taskforce report
Year:
2024
Region / City:
United States
Theme:
Treasury Securities Clearing
Document Type:
Agreement
Organization / Institution:
SIFMA
Author:
SIFMA
Target Audience:
Market participants in Treasury securities clearing
Period of Validity:
Ongoing
Approval Date:
N/A
Date of Changes:
N/A
Note:
Year
Subject:
Adjustable-rate mortgage loan
Document Type:
Legal contract
Target Audience:
Borrowers of adjustable-rate mortgage loans
Period of Effect:
From the date of signing until the maturity date
Year:
2020
Region / City:
Manila
Topic:
Procurement / Bidding
Document Type:
Bidding Documents
Agency / Organization:
Bureau of the Treasury
Author:
N/A
Target Audience:
Bidders
Effective Period:
N/A
Approval Date:
December 4, 2020
Amendment Date:
N/A
Year:
2020
Country:
Mongolia
Document type:
Periodic report
Issuing body:
Committee on Economic, Social and Cultural Rights / United Nations Economic and Social Council
Date received:
9 July 2021
Language:
English
Coverage:
Social and economic rights, labor and employment, social welfare, minimum wage, public sector salaries, vulnerable populations
Programs mentioned:
Food and Nutrition Programme for Poorest Families, Age Benefit Programme
Target groups:
Civil servants, teachers, doctors, nurses, cultural and art workers, poor households, seniors
Legal framework referenced:
Law on Civil Service (2017), Social Welfare Law, Law on Seniors
Salary data period:
2016–2020
Budget allocations:
MNT 159.8 billion for salary increase (2020), MNT 302.5 billion for employment duration payment, additional MNT 15.5 billion for food support during COVID-19 lockdown
Year:
20____
Region / City:
Milpitas, California
Subject:
Property Law, Zoning Regulations, Housing
Document Type:
Deed Restriction and Covenant
Organization / Institution:
City of Milpitas
Author:
N/A
Target Audience:
Property owners in Milpitas, potential buyers or transferees of affected property
Effective Period:
Indefinite, unless modified by the City
Approval Date:
N/A
Modification Date:
N/A
Year:
2024
Region / city:
Eastern Europe & Central Asia
Theme:
Freedom of Association, Civil Society, Foreign Agent Laws
Document Type:
Report
Organization / Institution:
United Nations Human Rights Committee
Author:
Unknown
Target audience:
Governments, Civil Society Organizations, International Organizations
Period of validity:
2024–2025
Approval date:
April 2024
Date of amendments:
May 2024
Year:
Not specified
Region / City:
Not specified
Theme:
Ministry and church governance
Document Type:
Covenant agreement
Organization:
United Church of Christ
Author:
Not specified
Target Audience:
Authorized Ministers, Local Churches, Associations or Conferences Acting as an Association
Effective Period:
Not specified
Date of Approval:
Not specified
Date of Changes:
Not specified
Responsibilities:
Detailed obligations of Authorized Ministers, Local Churches, and Associations within the three-way covenant
Context:
Legal and organizational source outlining the mutual responsibilities and accountability of ministers, local churches, and associations within the United Church of Christ
Jurisdiction:
Minnesota, United States
Governing law:
Uniform Environmental Covenants Act, Minn. Stat. ch. 114E
Responsible authority:
Minnesota Pollution Control Agency
Document type:
Environmental covenant and easement
Purpose:
Imposition of activity and use limitations on real property
Related process:
Environmental response or corrective action project
Legal effect:
Covenant running with the land
Parties:
Grantor (property owner); Grantee and Holder (Minnesota Pollution Control Agency)
Property scope:
Real property subject to recorded covenant and easement
Submission format:
Locked Microsoft Word document with PDF exhibits
Recording requirement:
County property records
Source type:
Regulatory legal document template