Consulting

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We have superior working knowledge of the superannuation industry across multi-employer, corporate and government funds.

We are at the forefront of accounting, tax and compliance issues facing the industry and have gained extensive and detailed knowledge of the current issues facing trustees.

Some consulting engagements we have recently undertaken for our superannuation clients have included:

  • Assessment, recommendations and implementation of in-house accounting software and procedures covering accounts payable, credit card management, budgeting and financial reporting
  • Assisting funds to minimise risk in areas such as key person risk and lack of segregations of duties in some funds
  • High level strategic consulting on legislative changes
  • Advice and assistance with fund mergers
  • Assessment of custody services and reporting
  • Assistance with the transition when funds change administrators
  • Working with government funds to achieve strategic outcomes
  • Submissions to Government on behalf of trustees on proposed legislative changes

We have also provided submissions on changes to accounting standards and have been a representative on a number of taskforces for the implementation of legislative reforms.