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Trustee Tailored Super helps trustees better meet their client needs

Trustee Tailored Super is an exciting new default option that provides greater efficiency and flexibility than life stage and target date options.

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GU●●NG , NSW, 2581

au

61 02●●●●●51669
ds●●●●●●●●@gmail.com

View this contact

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Douglas Bucknell

1 Col●●●●●or Rd

GU●●NG , NSW, 2581

au

61 02●●●●●51669
ds●●●●●●●●@gmail.com

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Trustee Tailored Super helps trustees better meet their client needs | trusteetailored.com Reviews
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Trustee Tailored Super is an exciting new default option that provides greater efficiency and flexibility than life stage and target date options.
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Trustee Tailored Super helps trustees better meet their client needs | trusteetailored.com Reviews

https://trusteetailored.com

Trustee Tailored Super is an exciting new default option that provides greater efficiency and flexibility than life stage and target date options.

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1

Super Trends – Trustee Tailored Super

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Super trends and problems with current MySuper options. The Australian superannuation industry has in recent years been characterised by a number of trends and themes:. Strong take-up by trustees of MySuper. The Murray Financial System Inquiry encouraged greater innovation and productivity improvement with the superannuation system. Regulations to allow factors other than age to be used for a lifecycle MySuper Product. Inclusion by funds of projected retirement balances on members’ annual statements.

2

Comprehensive consultancy services provided

http://www.trusteetailored.com/services.html

SUPERANNUATION FUNDS AND THEIR INVESTMENT CONSULTANTS, FUND MANAGERS AND INVESTMENT PRODUCT DESIGNERS ALL HAVE A ROLE TO PLAY IN DEVELOPING INNOVATIVE PRODUCTS THAT SHARE RISK EQUITABLY, COST-EFFECTIVELY AND SUSTAINABLY. MERCER AUSTRALIA/NEW ZEALAND Managing Director. Investor Daily, 7 December 2010. Stable, long term Trustee Tailored Super product licensing. Establishing customised Hurdle Levels, Glide Paths and membership sorting. No further obligation, 'know your membership' strategic planning analysis.

3

Trustee Tailored Super is an easy 3 step process

http://www.trusteetailored.com/trusteetailoredsuper.html

Using existing member data - age, balance and wage - to produce an estimated retirement balance, and a range of other external factors such as pension and personal income tax rates, Trustee Tailored Super is an easy 3 step process. 2 Establish Glide Paths per Hurdle Level. 3 Sort members into their new investment class. Can incorporate either fund specific future estimated earning rates or ASIC (FIDO) rates. Can be linked to annual statement process, including producing a retirement benefit statement.

4

Trustee Tailored Super is a superior mechanism for risk and return allocation

http://www.trusteetailored.com/marketanalysis.html

We can't have a situation where you accept that an Australian entering the workforce at age 18 should have the same asset allocation as an Australian retiring at age 65. That's just not appropriate. HEAD OF SUPER AT BT, MELANIE EVANS. Sydney Morning Herald, 4 August 2010. Lifecycle strategy reduces lifetime returns. Default strategy is one size fits all. Concentration on short term returns and market performance. Current balance is focal point. Too little return for the young, too risky for the elderly.

5

Trustee Tailored Super: market leading technology

http://www.trusteetailored.com/benefits.html

FROM BOTH BALANCED AND LIFECYCLE FUND PROVIDERS.THE DESIRE FOR GREATER. TAILORING SEEMS IMPLICIT. FIFTY PER CENT OF LIFECYCLE PARTICIPANTS EXPRESSED A DESIRE TO EXTEND THE RANGE OF FACTORS USED IN THE FUTURE. CENTRE FOR INTERNATIONAL FINANCE AND REGULATION. MySuper: A Stage in an Evolutionary Process (Dec 2014). Analysis using a standard default option has shown Trustee Tailored Super can:. Increase annual returns by more than 1% (4.5 to 5.5% real). Increase retirement balances by 35 - 40%. It should not...

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Trustee Tailored Super helps trustees better meet their client needs

Offering MEMBErs increases of 35 to 40% on their retirement savings. And trustees a simple, superior way to meet client needs. Trustees must be relentless in seeking benefits for members. Technological improvements, and innovation generally, should be encouraged to help lower costs and benefit members. Cooper Review, Policy Principles, 2010. What's Trustee Tailored Super? Trustee Tailored Super is THE Super Solution. Super on Target for New life stage. What are Lifecycle and Target Date Super funds?

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