Deloitte places a strong focus in superannuation, with dedicated teams in Sydney and Melbourne. We offer a wide range of services to support super funds, corporates and financial institutions operating in the superannuation industry.
Merger, acquisition and divestment – support for every aspect of the M&A life cycle
Asset allocation solutions
Advice for member groups
Customer trends and predictive characteristics
Business strategy, including operational reviews
Risk management and governance for financial institutions and super funds
Statutory actuarial services
Market intelligence and competitor surveys – examples include our Implemented Consulting Survey and our Deloitte Super Model Report
Product design and development advice
Benchmarking of fund service elements
Expert actuarial testimony, including policy development and thought leadership services.
We have helped over a hundred employers select the most suitable successor arrangement for their corporate superannuation fund.
We also have experience helping Boards operating in the retail, industry, government and not for profit sectors with the selection of appropriate entities for the following positions
post retirement service provider.
Merger, Acquisition and Divestment
We can provide you with support whether you are a potential buyer or seller of an industry fund or master trust or simply looking for an alliance partner. We work collaboratively with our Deloitte colleagues at every stage of the M&A Lifecycle: