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Managing Superannuation: A Trustee's Guide

Managing Superannuation: A Trustee's Guide


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About the Book

New superannuation legislation has created a new class of money managers: the representatives of the employees who, as superannuation fund trustees, are responsible for the prudential investment of tens of millions of dollars of their fellow employees' compulsory and discretionary contributions. Managing Superannuation is a book for all trustees including those who represent employers. It explains what trustees' legal duties and responsibilities are, and how they can carry them out as efficiently as possible. ASFA, the association that represents superannuation plans throughout Australia, has produced this book for three reasons: . to describe in plain language the role of trustees and their duties . to stimulate thinking and discussion about the role of trustees . to encourage people to put themselves forward to act as trustees of superannuation plans While anyone interested in superannuation will find this book useful, it has been specifically written for: . new trustees - to help them to understand their duties and responsibilities . seasoned trustees - as a 'refresher course' . advisers and those who act for trustees - to help them understand more clearly how they fit into running superannuation plans

Table of Contents:
Preface Disclaimer 1 Introduction 2 Superannuation plans and trustees 3 Trustees' duties and responsibilities 4 Managing the money: investment and other financial decisions 5 Contributions and benefits 6 Communications 7 Enquiries, complaints and disputes 8 Insurance 9 Special cases 10 Administration and regulation Appendix: Useful addresses

About the Author :
The Association of Superannuation Funds of Australia is the peak industry body for the superannuation industry.


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Product Details
  • ISBN-13: 9781863739702
  • Publisher: Allen & Unwin
  • Publisher Imprint: Allen & Unwin
  • Height: 215 mm
  • No of Pages: 160
  • Width: 140 mm
  • ISBN-10: 186373970X
  • Publisher Date: 01 Aug 1995
  • Binding: Paperback
  • Language: English
  • Sub Title: A Trustee's Guide


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