Strategic Consulting

Future Superannuation Arrangements

• Strategic reviews - what really matters?
• Win-Win Profiling -delivering benefits for all parties
• Super Options that fit your requirements
• Managing implementation of new arrangements
• Developing and delivering communications that talk

Mergers and Acquisitions

• Strategy for the acquiring or disposing company on the most appropriate superannuation terms
• Advice on imputed value of superannuation fund surplus in price of transaction
• Implementing the merged or reduced superannuation changes
• Advice and implementation for merging multiple superannuation arrangements under one or more employer sponsor
• Advice and implementation for merging financial entities eg Master Trusts

Operational Effectiveness and Cost Savings

• Advice and implementation regarding management of superannuation arrangements, including rating the trustee board, fund secretariat and fund management
• Undertaking the fund management or secretarial function on behalf of the employer or trustee

• Independent assessment of the most appropriate supplier of superannuation services from the available market based on agreed objectives and criteria
• Driving you to where you're going including a complete transition management plan to any new arrangements
• Overseeing the transition to the new arrangements under strict risk management guidelines

• Our independent position allows us to formulate our advice purely dictated by your requirements and not those of other suppliers
• Implementing the advice with you and ensuring you are provided with the necessary risk and compliance protection from your suppliers

• Working with you and your suppliers to properly structure your communication and education strategy aligned to your clients/employees/ members aspirations
• Assisting you to monitor the effectiveness of your programs through our "360 degree Report Card"
• Identify how to further build future communication programs

• Assisting you to identify key risks in your employee benefit programs, covering financial, compliance and implementation risks
• Working with you to implement agreed mitigation strategies across the key risks

• Conducting client satisfaction studies with existing and/or potential clients
• Undertaking audits to understand your competitive advantage from your clients perspective

• Reviewing your product offering for your chosen market based on agreed criteria for analysis
• Working with you to make the changes required or building the required business aspects for the product or service