Australia

Superannuation & Pension Funds 

Australia's superannuation system is complex and subject to frequent legislative and regulatory change.

Guy McAliece

Guy McAliece

Partner, Superannuation

+61 2 9335 8769

 

Superannuation

KPMG's Superannuation practice offers a range of services to superannuation funds, life offices, employers and fund trustees.

Self-Managed Super Funds

KPMG assists with design, management and winding up of your SMSF, with emphasis on compliance, so you can enjoy the benefits to which you’re entitled.

When the superannuation and tax systems intersect, complexity and uncertainty multiply.

 

Industry participants need to keep fully informed of developments and the potential implications for superannuation funds and their members.

 

How we can help

KPMG’s Superannuation & Pension Funds group provides the following services to public sector, public offer, industry and corporate funds:

  • prepare disclosure documents
  • advise on investment options and manager selection
  • provide administrative support for funds (including defined benefit funds)
  • work with trustees to formulate business plans and risk management policies
  • develop detailed compliance programs
  • review trustee performance
  • evaluate member benefits and asset safeguards
  • test trustee decision making processes and controls
  • analyse business risk
  • assist with outsourcing decisions covering custody, administration, insurance, asset selection and actuarial services
  • advise on product offerings
  • provide anti-money laundering advice.

 

We also provide the following compliance services:

  • review administration against industry best practice
  • evaluate credit rates and unit pricing systems
  • create compliance programs
  • advise on employer superannuation obligations
  • assist with ATO negotiations and quantify shortfalls.

Tax Insights

KPMG's analysis of tax issues and developments.

Daily Tax News

The latest tax legislative developments, Australian Taxation Office releases, new publications and other relevant local and international news.