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Superannuation Safety Toolkit

1 min

Australia's new 'Superannuation Safety' regime commenced on 1 July 2004, with a two-year transition for all existing trustees to apply for a new RSE licence and to register their funds. The new regime involves not only a new licensing requirement, but also standards for responsible officers and directors of trustees, adequate resources, outsourcing and risk management.

 

What is the Superannuation Safety Toolkit?

The Toolkit adopts the approach of the successful Minter Ellison FSR Licensing Toolkit by providing on one CD-ROM:

  • a draft project plan for your licensing project
  • templates for documents to be lodged with the Australian Prudential Regulation Authority (APRA) and other procedures required by APRA
  • guidelines for completing these documents and on the differences between the APRA and the Australian Securities & Investments Commission requirements
    an outsourcing checklist
  • lists of risks and controls to assist you develop risk management strategies and plans.

Contact us

To order a copy of our Superannuation Safety Toolkit, please complete our Superannuation Safety Toolkit request form.

Tags

Funds Management Private equity

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