Learn about Equity Trustees Small APRA Fund

WHAT IS A SAF

• A SAF is a small APRA fund.
• A member directed super fund with a professional trustee – such as Equity Trustees.
• The member can select from a range of investments relevant to investment strategy.
• Governed by its own trust deed.
• Fund can have 6 or less members (each member is allocated their own account).
• Regulated by APRA (SIS legislation applies).
• Tax effective – a transfer from SMSF is not a CGT event.
• Provides Binding Death Benefit Nominations.
• A non-resident can hold a SAF.*
• To compare with other superannuation products, refer to PDS and TMD at www.eqt.com.au/eqtsaf

ROLE OF EQUITY TRUSTEES AS THE PROFESSIONAL TRUSTEE

• Monitor investments to ensure remain within investment strategy.
• Ensure trust deed remains up to date with superannuation legislative requirements.
• Oversee fund administration and annual reporting requirements.

*Contribution rules and restrictions may apply, for further information contact your adviser.

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