Super Trustee

Helping you to deliver a compliant super fund

Superannuation has become one of the country's most important and fastest-growing industries since compulsory super contributions were introduced in Australia in 1992. But with today's complex superannuation environment, and the increased focus on corporate governance, keeping your fund compliant requires an experienced and specialised superannuation trustee.

Helping your fund comply
Our role is to act in the best interests of fund members to ensure the fund is complying with all statutory provisions and trustee obligations under the Superannuation Industry (Supervision) Act and other related legislation.

We also have responsibility for all trustee governance compliance matters. We'll perform a thorough analysis of the PDS and annual report to ensure it meets all the statutory and disclosure requirements, as well as arrange the lodgement of APRA returns, business activity statements, tax returns and other statutory returns.

Taking care of the paperwork
As your trustee, we'll attend to all legal documentation - such as the trust deed, service agreements, the Risk Management Strategy, the fund's Risk Management Plan, investment policy strategy and more.

As part of our service, we'll approve and monitor the investment strategy of the fund, and make sure all assets of the fund are in the trustee's name. And as time goes on, we'll continuously review the investments to ensure they meet the objectives of the fund members and will work with your choice of service providers.

We'll appoint service providers to assist with the fund administration. But of course, before we appoint anyone, we'll perform appropriate due diligence, and set up agreed service level agreements. We'll also review each service provider regularly to ensure they are performing to the agreed benchmarks.

Why trust us?
Super trustees take on a high level of responsibility. They must liaise with a number of regulatory bodies - ASIC, APRA, AUSTRAC, ATO and the Superannuation Complaints Tribunal when necessary - and ensure the fund is compliant at all times. So it's vital that you have someone in place you can really trust. With The Trust Company, you can be sure of our:

Expertise
Our team has over 250 combined years of superannuation and financial services experience, so there's not much we haven't seen before. It's priceless knowledge that we'll consistently apply so that your fund remains compliant and efficient.

We have extensive experience with corporate funds, master funds, wrap products, PSTs, ERFs and SAFs.

Independence
As an independent trustee, we can perform our duties without any conflicts of interest, and are able to remain impartial in our dealings with service providers. That means we only ever act in the best interests of members, and can offer competitive prices.

Economies of scale
We act as the trustee for over 120 funds, and that allows us unique economies of scale that we can pass on to you.

To find out more about our services, please contact:
 Andrew Cannane, GM Business Development, on (02) 8295 8358
Nick Sette, Head of Superannuation Services, on (03) 9665 0299