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
  • Governance, Risk Management and Compliance services
  • operational risk and systems review, including insurance
  • statutory actuarial valuations and certificates
  • actuarial valuations for statutory accounts (IAS19/AASB119)
  • defined benefit valuations for family law purposes
  • 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
  • secretarial services for trustees and policy committees

Superannuation complements our other services, including Actuarial Advice, Compliance, Employee Benefits, Governance, Group Insurance, Risk Management, Strategic & Policy Advice and Tender Management.

 

Meet our team

John Newman

BBusSc (Hons) FIAA FAICD

Managing Director

Doug Drysdale

BSc (Hons) FIAA

Director

Martin Fitzpatrick

BA (Actuarial Studies)

Director

Thach Huynh

BEc (Actuarial) AIAA, SA FIN

Principal

Peter May

BSc FIAA

Principal

James O'Dea

BA FIAA

Principal

Jane Byrne

B Comm FGIA FFin

Consultant

Stephen Crump

BA FIAA

Consultant

Daniel Frank

BA LLB

Consultant

Adam Butt

BCom PhD FIAA

Principal

Michael Monaghan

Principal

Phil Muir

FIAA

Principal

Vic Olenych

BEc

Principal