Retirement incomes and asset consulting

At a glance

We are dedicated to helping employers, government departments, institutional investors, Trustee Boards, Fund administrators and service providers, manage assets and liabilities in order to provide superannuation, employee benefits and/or endowments.

Our services

We help our clients stay abreast of issues, trends and legislative requirements in the superannuation and financial services industry. We provide assistance with financial valuations, reporting, strategy, investment, governance, risk management and compliance. In particular, our services include:

• Financial valuations and projections
  
  

  Valuation of employee benefits (e.g. superannuation, long service leave) Projections of future liabilities and funding proposals Financial modelling Asset and liability matching Consulting peer reviews and second opinions Valuation of retirement villages.

• Traditional superannuation advice
  
  

  Valuation of defined benefit funds under AASB 119 Valuation of defined benefit funds for funding purposes Regulatory reports, actuarial reviews and certification Technical superannuation advice Self-managed superannuation advice.

• Strategic and investment advice
  
  

  Fund strategy and investment strategy formulation Benefit design or alteration advice Benchmarking of costs, services or benefits Outsourcing services and tender management Investment manager reviews Insurance and unit pricing reviews Administration reviews Transition management and wind-up advice.

• Risk Management, Governance and Compliance
  
  

  The following services can be applied to Trustee responsibilities such as operations, governance, investment and insurance. Design of risk management, governance and compliance frameworks aligned with business strategy and business operations Governance, risk and compliance programs Board and Committee charters Policies, processes and procedures Mapping obligations (regulatory, business rules, industry standards) to processes, controls, risks Monitoring and reporting programs Review, implementation of risk management, governance and compliance frameworks Assessment and audits of risk management, governance and compliance programs Audits of Risk Management Plans, Risk Management Strategies and Compliance Plans Risk and compliance change management and culture reviews.