NFC (together with our sister company, Northbridge Financial Solutions) offers a range of services to our trustee and corporate clients. These services include:
General superannuation consulting advice including
- Member communications e.g. booklets, annual reports, newsletters etc
- Assistance with dealing with statutory bodies i.e. APRA, ASIC, ATO etc
- Secretarial and other general advisory services to Trustee Boards
- Legislative updates
- Assistance with obtaining APRA trustee licences
- Investment monitoring
- On-going assistance with the selection and monitoring of service providers
Tender Management
- Identifying suitable master trust providers for your particular requirements
- Obtaining tenders
- Preparation of a detailed report to the Company/Trustee Board
- Attendance at the master trust presentations to assist with the selection process
Transition Management
- Advice and assistance, independent of the master trust provider, with respect to the transfer of your current arrangement to your new arrangement
- Assistance with the complexities of the Successor Fund legislation
- Assistance with the closure of the existing plan
Actuarial Advice
- Triennial, AASB119 and US GAAP (FAS87) valuations and reports
- Advice regarding surplus and conversion issues
- Actuarial Certificates (Funding & Solvency, Benefit and Notional Taxable Contributions)
- Benefit design reviews and advice
- Fund mergers and acquisitions
- Transfers to and between master trusts
