Fund Administration – Overview

The administration and compliance services we offer trustees of self managed superannuation funds largely eliminate the complexity, confusion, and time associated with a fund’s governance. And, the way in which our services are offered enables the trustee to “dial up” or “dial down” their level of involvement.

While our administration and compliance service is formalised with written agreements that clearly identify the scope of our services, the client’s needs and wishes are paramount and ultimately dictate the type of service provided.

The role of the trustee can be split into two broad categories or functions – the compliance function and the investment function.

The compliance function relates to the codified obligations imposed on superannuation funds and their trustees. The investment function relates to the allocation and management of a superannuation fund’s assets with the aim to maximise value.

Our Fund Administration Service is designed to assist trustees meet all their compliance obligations whilst at the same time providing them with valuable investment function information. Please review the Compliance Function information or the Investment Function information for details on how our administration services help you manage your superannuation. Please also download the attached pdf file for a schematic overview of our administration service.

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This document is in PDF format so you will need the Adobe Acrobat Reader installed.