Superannuation

PFS offers a range of actuarial and superannuation advisory services including:

  • advice on benefit design and legislative changes
  • mergers and acquisitions (due diligence) and other strategic advice
  • Compliance and Governance and Risk Management services
  • operational risk and systems review, including insurance
  • statutory actuarial valuations and certificates (including self-managed funds and defined benefit funds)
  • actuarial valuations for statutory accounts (IAS119/AASB119)
  • advice on crediting rates and unit pricing
  • default fund selection and conversions from defined benefit to accumulation
  • training programmes for trustees, administrators and employers
  • tender management, including administration, asset consulting, and insurance
  • service provider reviews
  • communications advice
  • secretarial services for trustees and policy committees

Information on our team.