Superannuation
This division is responsible for managing numerous public-offer and self-managed
superannuation funds, as well as providing consultancy for clients considering
superannuation options.
Advice is provided on all aspects of asset management and fund administration,
including benefit design and arrangements; trustee training; documentation
of trustee deeds; investment strategies; and monitoring systems.
With superannuation legislation frequently changing, the team is committed
to ongoing training and information gathering to help clients comply with
the law and gain maximum benefits for trustees and employees.
The team provides services in these five main areas:
Superannuation Consultancy
- benefit design
- trustee education/training
- documentation of arrangements
- trust deeds advice
- administration options advice
- employee benefit arrangements advice (including monitoring and review)
Fund Administration
- establishing and maintaining member records
- calculating and paying benefits
- paying all outgoings, including insurance premiums and remittances
to investment managers
- preparing financial statements, income tax returns, and ISC returns
- liaising with auditors
- undertaking company secretarial functions
- attending trustee meetings and preparing minutes
- preparing procedures manuals for employees
- providing annual review reports
- liaising with insurance companies
Asset Consultancy
- investment strategy documentation
- investment allocation advice
- investment manager selection and evaluation
Communication Consultancy
- advice on effectively communicating superannuation issues to employees
- preparation of reports, member booklets and newsletters
- training courses
Compliance Services
- compliance reviews
- internal controls audits
- prudential audits
- financial audits
- taxation return reviews
Contact:
BDO Kendalls
Phone: (07) 3237 5999
Dylan Byrne, Partner
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