Corporate Superannuation

Our role

Equity Trustees is licensed to act as a Trustee (Registered Superannuation Entity - RSE or Trustee) for superannuation funds or pooled superannuation trusts under the Superannuation Industry (Supervision) (SIS) Act 1993.

From 1 July 2006, all superannuation funds must be registered with the Australian Prudential Regulation Authority (APRA) before they may accept any contributions. As part of registration, each fund, governed by a trust deed must have in place a Risk Management Plan (RMP). The RMP must set out the material risks to members investing in superannuation funds and how these are being addressed by the Trustee. The RMP is required to be audited annually and the audit report is lodged with APRA.

As Trustee, Equity Trustees is responsible for compliance with the trust deed, including ongoing satisfaction of legislative requirements, and monitoring of risk controls as specified in the funds’ RMP.

The RMP is prepared as part of the Equity Trustees Risk Program. A monitoring program is then consistently applied to ensure that the Trustee continues to meet its obligations. Any obligations of our clients in relation to the RMP will be explained at start up.

In summary, Equity Trustees’ role as Trustee generally incorporates the following:

• Fund registration
• Issue of disclosure documents
• Establishing and monitoring risk plans
• Compliance monitoring against legislative and regulatory requirements
• Risk Management

Our experience

Equity Trustees has experience in both retail and wholesale superannuation funds. Currently Equity Trustees' public offer (retail) superannuation funds include:

• NSW Bookmakers Superannuation Fund
• Salic Superannuation Fund
• max Super
• EMPlus

Contact us

To contact us about our Trustee services, please click here.