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…

Who we are

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.

How we can work with you

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.

Your team at PwC

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.

Melbourne

David Coogan

Partner, Melbourne

+61 (3) 8603 3841

Email

George Sagonas

Partner, Melbourne

+61 3 8603 2160

Email

Nicole Oborne

Director, Southbank

+61 (3) 8603 2914

Email

Marco Feltrin

Partner, Melbourne

+61 (3) 8603 6796

Email

Rachael Phelan

Partner, Melbourne

+61 (3) 8603 0155

Email

James Dixon

Director, Southbank

+61 (3) 8603 2679

Email

Britt Hawkins

Partner, Melbourne

+61 (3) 8603 2785

Email

Catherine Nance

Partner, Melbourne & Perth

+61 (3) 8603 3919

Email

Shane O’Sullivan

Stephen Jackman

Director, Sydney

+61 (3) 8603 1498

Email

Naree Brooks

Partner, Private Clients, Melbourne

+61 (3) 8603 1200

Email

Sydney

Craig Cummins

Leader - Superannuation, Sydney

+61 2 8266 7937

Email

Anthony James

Leader - Asset and Wealth Management, Sydney

+61 2 8266 1205

Email

Christopher Daniell

Partner, Risk Assurance Markets Lead, Sydney

+61 (2) 8266 1682

Email

Carley Bryce

Director, Sydney

+61 (2) 8266 2028

Email

Stephanie Smith

Partner, Sydney

+61 (2) 8266 3680

Email

Alice Kase

Partner, Private Clients, Sydney

+61 (2) 8266 5506

Email

Brisbane

Paul Collins

Director, Brisbane

+61 (7) 3257 8558

Email

Perth

Janice Jones

Director, Perth

+61 (8) 9238 3445

Email

Catherine Nance

Partner, Melbourne & Perth

+61 (3) 8603 3919

Email

Adelaide

Kevin Reid

Partner, Adelaide

+61 (8) 8218 7489

Email

Canberra

Lisa Murphy

Director, Private Clients, Canberra

+61 (2) 6271 3653

Email

Contact us

Craig Cummins
Leader - Superannuation
Tel: +61 2 8266 7937
Email

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