Superannuation

There are genuine opportunities for those who understand where the industry is heading and who participate in shaping its future…

Superannuation is part of our national conversation. It is as much a topic at the dinner table as it is at the big end of town and in the corridors of Canberra. The rules of engagement are constantly changing – for funds, for fund managers and financial advisers, and for individuals looking to secure their financial future.

Successfully navigating the rules is critical but beyond that there are genuine opportunities for those who understand where the industry is heading and especially for those who participate in shaping its future…

PwC is an active participant in the superannuation industry and a leading adviser to industry, public sector and corporate funds in Australia.

We advise clients on every aspect of the superannuation business from regulatory compliance to mergers and acquisitions.

PwC is an active participant in the superannuation industry and a leading adviser to industry, public sector and corporate funds in Australia. We provide audit and other services to 18 of the Top 20 industry funds.

We advise clients on every aspect of the superannuation business from regulatory compliance to mergers and acquisitions, with specialists in assurance, actuarial, tax and stamp duty, risk management and compliance, services for private clients, strategic advice, investments, technology and forensics.

For example, our team members are currently advising clients on the implications of My Super, SuperStream, APRA prudential standards, FOFA (the Government's Future of Financial Advice legislation), and helping clients to navigate issues such as providing ‘independent advice’ and where the line is drawn between general and personal advice.

We see further opportunities arising from the increase in the superannuation levy to 12%, the shift to pension mode as a result of our aging population, the application of technology solutions (for example to self managed super funds) and the potential of funds being invested offshore.

PwC is at the forefront of thought leadership and lobbying on issues that affect the superannuation industry, such as stamp duty legislation and working with industry on shaping relevant accounting standards.

Our Superannuation team brings together specialists in assurance, actuarial, tax consulting, risk management and compliance, services for private clients, strategic advice, investments, technology and forensics. Please contact one of our team members to find out more.

David Coogan
Partner, Melbourne
Tel: +61 (3) 8603 3841
Email
George Sagonas
Partner, Melbourne
Tel: 613 8603 2160
Email
Nicole Oborne
Director, Southbank
Tel: +61 (3) 8603 2914
Email
Marco Feltrin
Partner, Melbourne
Tel: +61 (3) 8603 6796
Email
Rachael Phelan
Partner, Melbourne
Tel: +61 (3) 8603 0155
Email
James Dixon
Director, Southbank
Tel: +61 (3) 8603 2679
Email
Britt Hawkins
Partner, Melbourne
Tel: +61 (3) 8603 2785
Email
Catherine Nance
Partner, Melbourne & Perth
Tel: +61 (3) 8603 3919
Email
Shane O’Sullivan
Principal
Tel: +61 412 620 255
Email
Stephen Jackman
Director, Sydney
Tel: +61 (3) 8603 1498
Email
Naree Brooks
Partner, Private Clients, Melbourne
Tel: +61 (3) 8603 1200
Email
Craig Cummins
Partner, Sydney
Tel: +61 2 8266 7937
Email
Anthony James
Partner, Sydney
Tel: +61 2 8266 1205
Email
Christopher Daniell
Partner
Tel: +61 (2) 8266 1682
Email
Carley Bryce
Director, Sydney
Tel: +61 (2) 8266 2028
Email
Stephanie Smith
Partner, Sydney
Tel: +61 (2) 8266 3680
Email
Alice Kase
Partner, Private Clients, Sydney
Tel: +61 (2) 8266 5506
Email
Paul Collins
Director, Brisbane
Tel: +61 (7) 3257 8558
Email
Janice Jones
Director, Perth
Tel: +61 (8) 9238 3445
Email
Catherine Nance
Partner, Melbourne & Perth
Tel: +61 (3) 8603 3919
Email
Kevin Reid
Partner, Adelaide
Tel: +61 (8) 8218 7489
Email
Lisa Murphy
Director, Private Clients, Canberra
Tel: +61 (2) 6271 3653
Email

Updates


Investment Consulting: Ten questions to ask your investment manager and custodian on tax

Ten questions to ask your investment manager and custodian on tax - July 2016.

Data risks of insurance in superannuation - June 2016

For superannuation funds with Group life insurance, managing data can be a complex proposition amidst high regulator expectations.

ASFA/PwC CEO Superannuation Survey - Superannuation: Inspiring excellence

The fourth annual ASFA/PwC CEO Superannuation Survey captures the opinions of more than twenty superannuation leaders across a range of topical industry issues.

APRA approved form of audit report

Overview of key changes (periods commencing 1 July 2012)

Superannuation News Alert

Proposed Super Reforms – April 2013