Our Clients

We work closely with our clients to solve a wide range of financial matters – both actuarial and non-actuarial. Our clients include:

  • Trustees of corporate superannuation funds;
  • Master trusts;
  • Sponsoring employers;
  • Insurance companies;
  • Small superannuation funds;
  • Financial planners;
  • Legal firms;
  • Government departments/business enterprises; and
  • Fintech companies.

Trustees of superannuation funds & master trusts

Our advice and services can:

  • Help you understand various design, reporting, compliance and actuarial management issues associated with superannuation funds
  • Enable you to comply with your statutory requirements
  • Provide you with actuarial certification & solvency assessments
  • Calculate crediting and interim rates of interest

Sponsoring employers

We provide accounting valuations under Australian and international accounting standards for all types of employee benefits including:

  • Superannuation
  • Long service leave
  • Maternity leave

We also offer advice on key issues in relation to superannuation schemes involving:

  • Fund conversion
  • Fund wind-up
  • Mergers & acquisitions

Corporations, insurance companies & financial services

We provide financial modelling and simulation services to assist you in:

  • Asset/liability management
  • Interest rate modelling and other economic projections
  • Evaluation of long-term financial liabilities
  • Superannuation, insurance and investment calculations

Legal firms

Our services can assist with your clients’ needs in respect of:

  • Valuation of superannuation interests & employee benefits in Family Law litigation cases
  • Valuation of life interests & future life expectancy calculations
  • Estimation of economic losses arising from lost earnings and the cost of future care in personal injury cases