Recent Assignments

A sample of recent assignments undertaken by Australian Superannuation Advisory Services:

• Search for a new owner/partner for a $0.5 billion master trust
• Strategic review of a major master trust
• Asset and liability balancing for a major master trust
• Review of 70+ contracts to ensure services delivered are as per client agreements
• Advice on unit pricing methodologies
• Review of a Disaster Recovery & Business Continuity Plan
• Fee review for a 1,200-member stand-alone corporate fund
• An administration and technology tender for a 10,000-member multi-employer fund
• Client Satisfaction Benchmarking Report
• Competitor Benchmarking Report
• Tender of 12 small to medium corporate stand-alone funds
• Transition management for a portfolio of superannuation funds
• Tender for a 1,800 member corporate stand-alone fund
• Tender and transfer of a $70 million corporate fund into a multi-employer fund
• Assistance in the establishment of a 4,000-member public sector fund
• Advice on insurance claims management processes