- Identification
of your company's superannuation needs. Advice on the most
suitable format for the provision of superannuation solutions
to employees
in accordance with key criteria.
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- Quality of Administration
- Impact of Employer Administration
- Cost Effectiveness
- Investment Choice
- Investment Performance
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- Advising on appropriate life insurance arrangements including flexible and cost effective group life insurance and salary continuance.
- Management of the tender process, including the initial briefing, review and evaluation of submissions and presentations (where required), short-listing of potentials and recommendations for the best superannuation option.
- The communication of any proposed changes, either by way of presentations, or in written or electronic form, to staff, and answer staff queries.
- Arrangement of benefit transfers from previous providers. This can be a complex procedure and may take several months to finalise.
- Assistance to employees on superannuation queries and issues, including recommendation of suitable investments for their superannuation.
- Liaison between you, the employer, and the selected superannuation provider including troubleshooting where required.
- Ongoing education of members. This includes the explanation of different investment choices and other superannuation issues, and where available, salary sacrifice strategies.
- Attendance and arrangement of Policy Committee meetings and election of committee members if applicable.
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