For Superannuation complaints
A person who is dissatisfied with the Superannuation Fund Trustee's conduct or decision and who is:
- A current member or former member of a Regulated Superannuation Fund which is not a Self Managed Superannuation Fund;
- A beneficiary or former beneficiary of an Approved Deposit Fund (ADF) which has more than one beneficiary;
- A person with an interest in, or who claims an entitlement to, a death benefit; or
- Someone acting on behalf of the persons above or of their estate, such as a family member or legal personal representative.
For Annuity Policy complaints
- A person who has or claims to have an interest in (i.e. has purchased) an annuity policy.
- A person who is a potential beneficiary under an annuity policy in relation to a benefit payable following the death of the person who held the policy.
- A person acting for one of the above.
For RSA complaints
A person who is dissatisfied with their RSA provider's conduct or decision and who is:
- A current or former RSA holder
- A person with an interest in, or who claims an entitlement to, a death benefit payable from an RSA, or
- Someone acting on behalf of the persons above or of their estate, such as a family member or legal personal representative.