Corporate Superannuation Consulting Services

Strategic Superannuation & Benefits Advice

Work with you to review all or any component of your company superannuation arrangements, including administration, insurance, investments, asset consultant and custodian
Undertake tender process to secure competitive arrangements for full outsourcing or any individual component of your corporate fund
Utilise our extensive research data base and market intelligence
Overseeing the transition to any new arrangements under strict risk management guidelines

Advice and implementation regarding management of superannuation arrangements, including assessing the effectiveness of a trustee board, fund secretariat and fund management
Cost benefit analysis relative to your peers in the market
Assisting you to identify key risks in your employee benefit programs, covering financial, compliance and implementation risks
Undertaking the secretarial function, chairing meetings, or acting as employer appointed representative on policy committees on behalf of the employer or trustee

Strategy for the acquiring or disposing company on the most appropriate superannuation terms to include in sale/purchase agreements
For defined benefit funds:
- Advice on imputed value of superannuation fund surplus/deficit in the price of transaction
- Expected ongoing funding requirements
- Corporate Accounting implications/strategies to minimise impact of any mergers and proposed changes
Advice and implementation for merging multiple superannuation arrangements under one or more employer sponsor

Develop overall principals and strategies with respect to cash funding and corporate accounting that take into account your particular objectives
Actuarial valuations for contribution funding purposes
Actuarial calculations for inclusion in companies financial statements (IFRS, FAS, AASB)
Production of all necessary actuarial certificates to meet legislative requirements
Appointed actuary for corporate plans, sub-funds of master trusts and industry funds
Conversion of Defined Benefits to Accumulation Style Benefits
Understanding the differences between the two benefit structures
Work in conjunction with lawyers and Trustee to establish the basis for conversions
Calculations/illustrations as part of an exercise to convert defined benefits to accumulation style benefits
Confirmations, where required, on Trust Deed Amendments

Benchmark your investment returns and investment structures against your market
Review of suitability of investment options
Specialist advice relating to defined benefit liabilities and assets
Managing tender process to secure more appropriate arrangements, including implemented consulting
Review of asset consulting services currently provided, including service provider tenders

Insurance reviews, including advice to employers and trustees about the suitability and competitiveness of current arrangements, negotiating with current insurers and securing more competitive arrangements through a tender process
We work with insurers to improve their products, which in turn benefits the end user

Working with you and your suppliers to properly structure your communication and education strategy aligned to your employees/members aspirations
Assisting you to monitor the effectiveness of your programs
Identify how to further build future communication programs