Superannuation Services

How we can help

PwC is a leading supplier of specialist superannuation services in Australia, including:

Actuarial

  • Benefit design
  • Crediting rate & unit pricing reviews
  • Valuations and projections of liabilities and funding proposals
  • Asset and liability statutory actuarial service
  • AASB 119 valuations
  • Insurance benefit design and tenders
  • Pension certification
  • Product design eg. pension and annuity products

Contacts

 

Assurance

  • Financial Statements
  • SIS/Corps Law Compliance
  • RMS/RMP audit/review
  • Internal audit and internal controls
  • Assessment & audit of relevant polices, procedures, accountabilities, monitoring & reporting

Contacts

 

Forensic

  • Suspect transaction analysis
  • Fraud investigation & fraud risk management
  • AML/CTF Program assistance
  • Independent Reviews for AML/CTF
  • Independent Experts for Enforceable Undertakings related to AML/CTF
  • Ongoing industry updates for AML/CTF

Contacts

 

Governance, Risk & Compliance

  • Board governance reviews
  • Advise, design & implementation of effective governance, compliance & and risk operating models and frameworks
  • Risk management function review/support
  • Risk assessment review/testing
  • Risk quantification for risk reserve calculation
  • Risk management at Board and Executive level - capability enhancement, risk appetite development, risk culture enhancement, scenario planning
  • Risk management reporting and monitoring protocols
  • Risk management governance - risk function design, operational risk reserve draw down and rebuild protocols
  • RMS/RMP development/review and overarching risk management framework development
  • Insurance sufficiency reviews

Contacts

 

Investment

  • Developing & implementing global investment structures
  • Tender for, select and monitor investments/asset consultants and outsourced arrangements
  • Valuations

Contacts

 

Private Clients

  • Specialist advice to employers & individuals eg. regarding tax, Super Guarantee obligations, establishment & operation of SMSFs, retirement planning
  • Compliance services for SMSFs
 

Strategic Advice

  • Strategy Formulation and facilitation
  • Fund design
  • Technical and regulatory advice
  • Operational reviews
  • Administration outsourcing
  • Due diligence and assistance with fund mergers

Contacts

 

Tax

  • Strategic tax planning (eg. CGT, foreign tax offsets, imputation credits)
  • Measurement & management of after tax returns
  • Specialist tax compliance for offshore & onshore investments
  • Tax in unit pricing or crediting rates
  • Fund mergers
  • GST
  • Tax policies

Contacts

 

Technology & Projects

  • Project management, project prioritisation and benefits realisation
  • IT strategic planning and alignment to business
  • Financial management of IT

Contacts