№ lp_1_2_47022
File format: docx
Character count: 3950
File size: 29 KB
Letter detailing the rejection of an ill-health retirement pension application, the reasoning for non-approval, and the steps for submitting an appeal including required medical assessment and procedural contacts.
Year:
2015
Organization:
INSERT NAME OF SCHEME Superannuation Scheme
Document Type:
Official Pension Correspondence
Recipient:
Employee (Name not specified)
Subject:
Ill-Health Retirement Pension Application
Decision:
Application not approved
Appeal Procedure:
Independent medical assessment through Medmark
Contact Information:
Medmark Occupational Health, 28 Penrose Wharf, Penrose Quay, Cork; Telephone: 1890-235-711
Legal References:
Pensions Act 1990, Internal Disputes Resolution, Financial Services and Pensions Ombudsman
Timeframe for Appeal:
30 days from date of letter
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Note:
Date
Subject:
Ill-health / Injury
Document Type:
Notice
Target Audience:
Employee
Year:
2023
Region / City:
United Kingdom
Topic:
Maternal health, adolescent mental health, socioeconomic factors
Document type:
Research Article
Organization / Institution:
University of Liverpool, The Farr Institute @ the Health eResearch Centre
Author:
Dr. Faye Sheldon, Professor Ben Barr, Dr. Sophie Wickham
Target Audience:
Researchers, policymakers, public health professionals
Period of validity:
N/A
Approval Date:
N/A
Date of revisions:
N/A
Year:
2026
Jurisdiction:
United Kingdom
Subject:
Pension re-assessment
Document type:
Official letter
Issuing body:
Public Service Pensions
Author:
Independent Qualified Medical Practitioner / Pension Administration
Recipient:
[NAME]
Pension scheme:
FPS 2006 (special), FPS 2015
Decision:
Ineligible for ill-health pension under FPS 2006 (special)
Appeal options:
Medical appeal to Board of Medical Referees, non-medical appeal via Internal Dispute Resolution Procedure
Deadline for appeal:
28 days from receipt of letter
Year:
2015
Jurisdiction:
Ireland
Subject:
Teachers’ superannuation and ill-health retirement
Document type:
Guidance/Procedure
Issuing body:
Education and Training Board (ETB)
Author:
Minister for Education and Skills
Intended audience:
ETB teachers eligible for ill-health retirement
Legal basis:
S.I. No 292 of 2015, Chapter 1, Articles 15 and 19
Process stages:
Application, Appeal, Internal Disputes Resolution, Complaint to Ombudsman
Occupational Health Service provider:
Medmark Occupational Healthcare
Background:
Implementation of Occupational Health Strategy for Teachers since 2008
Eligibility:
Minimum five years of pensionable service
Medical requirements:
Evidence of permanent incapacity by registered medical practitioner and assessment by Occupational Physician
Note:
Year
Document Type:
Letter
Year:
2019
Country:
Australia
Topic:
Mental health policy, health statistics, economic impact of mental illness
Document type:
Government inquiry submission
Organization:
Australian Institute of Health and Welfare
Legal basis:
Australian Institute of Health and Welfare Act 1987 (Cth)
Author:
Australian Institute of Health and Welfare
Submitting body:
Australian Institute of Health and Welfare
Recipient institution:
Productivity Commission
Inquiry:
Inquiry into the Economic Impacts of Mental Ill-Health
Publication date:
April 2019
Institutional role:
National statistical and information agency for health and welfare data
Data sources referenced:
National Minimum Data Sets, Medicare Benefits Schedule, Pharmaceutical Benefits Scheme, Specialist Homelessness Services data collection, Your Experience of Service survey
Subject population:
Australian population
Geographical scope:
Australia
Policy framework referenced:
National Mental Health Strategy; Fifth National Mental Health and Suicide Prevention Plan
Committees referenced:
Australian Health Minister Advisory Council mental health committees
Information systems referenced:
Mental Health Services in Australia (MHSiA); National Mental Health Service Planning Framework (NMHSPF); METeOR metadata repository
Year:
2026
Region / Country:
Australia
Subject:
Superannuation fund selection
Document type:
Official form
Organization:
Department of Education Victoria
Target audience:
Employees and employers eligible for superannuation
Period of validity:
Until updated or replaced
Date of issue:
2026
Legal reference:
Superannuation Industry (Supervision) Act 1993
Instructions:
Details for completing superannuation choice and required attachments
Privacy policy link:
http://www.education.vic.gov.au/Pages/privacypolicy.aspx
Year:
2020
Type of document:
Advisory letter
Subject:
Tax treatment of superannuation contributions
Audience:
Individual clients
Jurisdiction:
Australia
Issuing organization:
[Company Name]
Author:
[Insert Client Position / Author not explicitly stated]
Period covered:
Financial year ended 30 June 2020
Contribution types:
Concessional and non-concessional
Relevant legislation:
Division 293 tax, concessional contributions caps
Year:
2018
Jurisdiction:
Australia
Subject matter:
Information security regulation
Document type:
Prudential standard determination
Regulatory authority:
Australian Prudential Regulation Authority
Issuing body:
APRA
Delegate:
Geoff Summerhayes
Applicable sectors:
Banking, insurance, life insurance, private health insurance, superannuation
Applicable entities:
APRA-regulated entities
Legal basis:
Banking Act 1959; Insurance Act 1973; Life Insurance Act 1995; Private Health Insurance (Prudential Supervision) Act 2015; Superannuation Industry (Supervision) Act 1993
Standard identifier:
CPS 234
Date of determination:
30 November 2018
Commencement date:
1 July 2019
Effective scope:
Australia and Australian branch operations of foreign entities
Year:
2023
Region / City:
Australia
Subject:
Prudential standard for APRA-regulated entities
Document Type:
Prudential Standard
Organization / Institution:
Australian Prudential Regulation Authority (APRA)
Author:
Clare Gibney
Target Audience:
APRA-regulated entities, financial institutions
Effective Period:
Starting from 1 January 2024 for most entities, 1 January 2025 for RSE licensees
Approval Date:
10 October 2023
Date of Changes:
N/A
Year:
2019
Region / city:
Australia
Theme:
Risk Management in Superannuation
Document type:
Prudential Standard
Organization:
Australian Prudential Regulation Authority (APRA)
Author:
Heidi Richards
Target audience:
RSE licensees, risk management professionals
Effective period:
From 1 January 2020
Approval date:
04 December 2019
Amendment date:
N/A
Document type:
Trust deed
Fund type:
Self Managed Superannuation Fund
Jurisdiction:
Australia
Regulatory authority:
Australian Taxation Office
Applicable legislation:
Superannuation Industry (Supervision) Act and Regulations
Provider:
Superannuation Warehouse Australia Pty Ltd
Address:
3 Keys Street, Beaumaris, VIC 3193
ABN:
62 141 409 449
Contact details:
Tel 03 8610 6999; Fax 03 8610 6334; Mobile 0411 241 215
Website:
www.smsfwarehouse.com.au
Subject matter:
Establishment, administration, benefits, trustee powers and obligations of a self managed superannuation fund
Intended users:
Members and trustees of a self managed superannuation fund
Geographic scope:
Commonwealth of Australia
Year:
2025
Region / city:
Newcastle
Theme:
Pension Scheme
Document type:
Policy Guide
Organization / institution:
Newcastle University
Author:
Not specified
Target audience:
University staff
Period of validity:
January 2025 and onward
Approval date:
April 2025
Review date:
April 2026
Note:
Year
Contextual Description:
A formal engagement letter outlining the terms for providing accounting services related to the establishment and operation of a self-managed superannuation fund (SMSF) in accordance with professional and ethical standards.
Year:
2015
Region / City:
Melbourne
Document Type:
Guideline
Organization:
Department of Education and Training
Author:
Financial Services Division
Target Audience:
School councils and administrators
Effective Period:
Indefinite
Approval Date:
October 2015
Date of Changes:
Not specified
Year:
2023
Region / City:
Australia
Topic:
Self Managed Superannuation Funds
Document Type:
Checklist
Author:
SW Accountants and Advisors on behalf of CPA Australia
Target Audience:
Tax professionals, SMSF trustees
Period of validity:
2023
Approval Date:
7th June 2023
Date of last modification:
Not specified
Year:
2017
Region / City:
Australia
Subject:
Superannuation reform, Limited Recourse Borrowing Arrangements (LRBA)
Document Type:
Feedback submission
Organization / Institution:
IOOF Investment Management Limited
Author:
Frank Lombardo
Target Audience:
Government, Treasury
Period of Effect:
Not specified
Approval Date:
Not specified
Date of Changes:
Not specified
Year:
2000
Region / City:
Western Australia
Subject:
State Superannuation, Employee Benefits
Document Type:
Legislation
Agency/Institution:
Government of Western Australia
Author:
Western Australian Government
Target Audience:
Employers, Employees, and Superannuation Fund Members
Period of Validity:
Ongoing
Approval Date:
2000
Date of Amendments:
Ongoing
Title:
Advice on Self-Managed Superannuation Funds: Disclosure of Risks
Document number:
INFO 205
Jurisdiction:
Australia
Issuing body:
Australian Securities and Investments Commission
Abbreviation of issuing body:
ASIC
Legislation referenced:
Corporations Act 2001
Target audience:
Australian financial services licensees and their representatives
Subject:
Disclosure obligations and risk considerations in providing personal advice on self-managed superannuation funds
Related documents:
Information Sheet 182 Super Switching Advice: Complying with Your Obligations (INFO 182); Information Sheet 206 Advice on Self-Managed Superannuation Funds: Disclosure of Costs (INFO 206)
Type of document:
Regulatory information sheet
Regulatory scope:
Parts 7.7 and 7.7A of the Corporations Act 2001
Year:
2015
Region / City:
Australia
Topic:
Taxation, Consolidation
Document Type:
Exposure Draft Bill
Organization / Institution:
Board of Taxation
Author:
Unknown
Target Audience:
Tax professionals, Australian resident entities, government officials
Effective Period:
Not specified
Approval Date:
Not specified
Date of Amendments:
Not specified