Scope of Administrative Solution
Act as a provident trustee in financing relationship with its members;
Employer Sponsore Scheme
- Secure scheme registration
- See to the day to day running of the scheme
- Assist with the appointment of fund managers, custodians and other service providers and ensure they are compliant with regulatory requirements or guidelines;
- Maintain investment policy statements and internal control procedures that may be prescribed by the Board;
- User data collation, maintenance and accuracy / integrity preservation
- Ensure that the investment of funds of the scheme is diversified to minimise investment risk;
- Act as a provident trustee in financing relationship with its members;
- Regular regulatory reporting and liaison with the regulator
- Process transfers and payment requests as contained in the trust;
- Keep proper accounting records and a members’ register;
- Preparation and lodgement of annual audited financial statements, scheme and investment reports and other relevant records that the Board may require; and
- disability/death administration
- Perform other functions as may be directed by the Board.
- Trust Deed Development
- Rules and Regulation Development
- Statement of Investment Policy Development
- Actuarial Support for Benefit Design and Costing
- Trustee Training
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