We have expertise in helping companies setup corporate superannuation funds for their employees and review existing corporate superannuation fund arrangements. Once we understand the needs of the company and employees, we will provide a formal tender presentation and recommend the appropriate superannuation setup for the company along with addressing any issues and detailing the steps forward.
We assist with the implementation of the corporate superannuation fund and on an ongoing basis, provide the following services:
- Assistance with the setup of new employees in the corporate superannuation fund
- Quarterly seminars for employees to update them on investment markets or topical financial planning issues
- Co-ordination and management of the investment committee of the corporate superannuation fund
- A Certified Financial Planner as a contact point for employee queries and questions
- Assistance for employees who leave the employer to transition their super from the corporate superannuation fund into a personal fund