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.

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

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

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

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