Services

We can:

• Conduct a competitive supperannuation master-trust tender to ensure your superannuation plan meets your expectations;
• Provide general advice on compliance with legislation affecting superannuation funds, and your organisation's supernnuation obligations;
• Attend and facilitate Trustee or Policy committee meetings each year (includes setting the agenda, providing on the spot advice and preparing minutes);
• Conduct annual reviews with you to ensure satisfaction with your superannuation arrangement;
• Liaise with your current superannuation providers (administrator, insurer, investment managers).
• Present annual member workshops addressing investment principles and topical financial planning issues;
• Provide assistance to members wanting to consolidate their superannuation plans;
• Provide assistance to members in the area of investment choice; and
• Provide retirement planning advice for members with an interest in this matter.