Heron Advisor

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Superannuation - Positioning for the Future


Our Positioning for the Future Service has been developed to assist employers and trustee boards design the “best” future superannuation model for their company.

The structure of the Positioning for the Future Service is flexible, so that we can match it to your individual requirements.

Service Overview

Through this service we work with employers to:

  • Determine the drivers behind their HR strategy, business objectives and corporate philosophy as they impact on potential superannuation solutions,
  • Agree the most appropriate superannuation model for the future,
  • Assess a range of potential superannuation service providers who have the capacity to meet their requirements,
  • Agree preferred future arrangements and negotiate final terms of engagement with the preferred provider,
  • Oversee and monitor the transition to the new arrangements, and
  • Provide ongoing independent proactive advice and monitoring as required.

Service Structure

The Positioning for the Future Service normally comprises 4 Stages:

  • Stage 1 - Business Drivers & Motivation for Superannuation
  • Stage 2 - Aligning Supplier Solutions to Your Requirements
  • Stage 3 - Transition Management
  • Stage 4 - Ongoing Monitoring and Advisory Service


Through the Positioning for the Future service, we work with our clients to develop their business strategy for superannuation within the framework of their overall business objectives.

As an independent advisor, we assist with considerations over the full range of superannuation options available and then oversee the transition to the agreed new arrangements.

The Positioning for the Future service will result in you determining, in a structured way, the superannuation solution that best fits your business needs and those of your employees.

Our extensive knowledge and experience combined with our independence will ultimately lead to a better and more sustainable outcome!