The Trust Company

Our services

As trustee, The Trust Company (Superannuation) Limited seeks to ensure your fund complies with all statutory provisions and trustee obligations under the Superannuation Industry (Supervision) Act and Regulations and other superannuation related legislation.

The following sets out the services we provide to clients.

Operations management

• Prepare and complete service agreements between us and service providers
• Appoint and review all service providers
• Prepare and complete service providers' performance measured against agreed benchmarks
• Exercise all trustee discretions as set out in the trust deed and related documentation
• Manage conflicts of interest amongst service agreements

Documentation Oversight

• Check and review all legal documentation such as the trust deed and service agreements
• Check and review all mandatory communication material, including product disclosure statement (PDS) and the annual report of the super fund

Investment Strategy monitoring

• Approve, monitor and review each funds' investment strategy
• Invest all assets of the fund in the trustees name in accordance with each funds' investment strategy
• Purchase, hold and redeem investments on behalf of fund as appropriate

Compliance management

• Apply and maintain compliance with legislation regulating the superannuation industry including Superannuation Industry (Supervision) Act, Corporations Law, Income Tax Assessment Act and Privacy Act
• Arrange lodgement of Australian Prudential Regulatory Authority (APRA) returns, Business Activity Statements, tax returns and other statutory returns
• Attend management committee meetings when requested, encouraging two-way feedback and attending to issues raised
• Attend the Superannuation Complaints Tribunal where necessary

Regulatory body liaison

• Liaise with the Australian Securities and Investments Commission (ASIC), APRA, Superannuation Complaints Tribunal (SCT), Australian Transaction Reports and Analysis Centre (AUSTRAC), Australian Taxation Office (ATO) where appropriate