Corporate Superannuation

Offering employees a company superannuation plan carries a number of significant benefits. Principal benefits include the increased buying power gained by pooling assets with other fund members, administrative efficiency, and, importantly, employee access to financial advice.

Our service to businesses is in two key areas.

  1. Advice and assistance to the employer:

    • analysis of the employer’s objectives and needs in providing staff superannuation and insurance options
    • review of these needs against current superannuation and insurance arrangements
    • provision of advice on alternative arrangements if appropriate
    • management of the transition to new arrangements if change is recommended
    • ongoing monitoring and advice
  2. Advice and assistance to employees:

    • presentations on the progress of the company superannuation plan and other areas of interest
    • on-site advice to employees
    • the option of comprehensive financial planning