Stephen Smart Email & Phone Number

Sydney, New South Wales, Australia

Responsibilities: Processing insurance premium requests for Superannuation insurance policiesincluding, submitting insurance premium requests to super funds via Superstream, applying funds received to client’s policies, corresponding with advisers, clients, super funds and SMSFaccountants for outstanding requirements.

Responsibilities: Deceased estate processing for Superannuation and Pension products including, assessing and corresponding with solicitors and beneficiaries for deceased estate requirements,liaising with insurer for insurance claim requirements, preparing and submitting death claim files for trustee approval, processing death claim payments to beneficiaries or the estates.

Sydney, New South Wales, Australia

Role: Fund AdministratorResponsibilities: Fund administration processing for Retail Superannuation Platform including, Super to Pension transfers, Pension Entitlement Set-Up, Monthly Pension Payment Run, Account Conversions, Ad-hoc Pension Payments, Commutations, Reversionary Pensions, Benefit Payments, Superstream Rollovers Out, Lump Sum Payments, Death Claims, Financial Hardship, Contributions, Superstream Rollovers In, Peer Review Checking, UAT System Testing.

Sydney, New South Wales, Australia

Role: Fund Administrator – Benefit PaymentsResponsibilities: Processing benefit payments for Employer Superannuation Funds including Superstream Rollovers, Lump Sum Payments, TPD Payments, Death Claims, Financial Hardship Payments, Temporary Residents DASP. Other duties include QA Checking. Liaising with members advisers, accountants, lawyers and other funds for outstanding requirements. UAT System testing.

Sydney, New South Wales, Australia

Responsibilities: Processing new members for employer superannuation funds, QA checking, liaising with employers and advisers for outstanding requirements.

Sydney, New South Wales, Australia

Responsibilities: End to end administration of pension products for Russell Investments including New Members, Benefit Payments/Commutations, Roll-ins, Switches, Pension Payments, Alterations, System Testing-Calibre, QA Checking.

Sydney, New South Wales, Australia

Responsibilities: Call centre and admin for pensions and annuities, inbound calls from financial planners, withdrawals (commutations), new business, alterations.

Chatswood, New South Wales, Australia

Responsibilities: End to end administration of corporate super fund operations including New Members, Benefit Payments, Roll-ins, Contributions, Alterations.

Sydney, New South Wales, Australia

Responsibilities: End to end administration of pension products for Russell Investments including New Members, Benefit Payments/Commutations, Roll-ins, Switches, Pension Payments, Alterations, System Testing-Calibre, QA Checking and Training of new starters.

Sydney, New South Wales, Australia

Responsibilities: Preparing and lodging of Regulatory Reporting files for ING Super and Pension Products including, RBL, MCS, TFN. Loading ATO payment files such as Co-Contributions.

Sydney, New South Wales, Australia

Responsibilities: End to end administration of Employer and Personal Super for LifeTrack Superannuation Fund including, New Members, Benefit Payments, Roll-ins, Switches, Alterations, Death/TPD Claims, System Testing, QA Checking and Training of new starters.

Sydney, New South Wales, Australia

Responsibilities: End to end administration of pension products including New Members, Benefit Payments/Commutations, Roll-ins, Switches, Pension Payments, Alterations.

Sydney, New South Wales, Australia

Responsibilities: End to end administration of Allocated Pension product including New Members, Benefit Payments/Commutations, Roll-ins, Switches, Pension Payments, Alterations.

Sydney, New South Wales, Australia

Responsibilities: End to end administration of Personal and Employer super fund operations including New Members, Benefit Payments, Roll-ins, Contributions, Alterations, Switches.