actuarial | administration systems | business development | compliance | marketing & troubleshooting
other services | retirement planning | risk & underwriting | superannuation solutions

Superannuation Solutions


The Superannuation Solutions division is headed by Paul Forster

For almost 2 decades now, both our major political parties' efforts to regulate Superannuation Funds have only continued to complicate the already voluminous Acts, Rules and Regulations. Furthermore, their attempts to convert our "Lump Sum Mentality" into a "Pension Mindset" has bred a spate of new products and services and opened the door to a world of opportunities for new retirement strategies.

A number of the LSOS Business Advisers have much experience in all areas of Superannuation and are ready to provide you with very valuable support across a wide range of topics including:

  • Systems review (reporting/implementing upgrades or improvements)
  • Reporting procedure check-lists
  • Compliance audits
  • Documentation sign-off
  • Master trusts & Wrap Accounts
  • Training and back-up support to your staff & advisers
  • Regulation updates
  • Marketing & sales services
  • Packaging of sales concepts

actuarial | administration systems | business development | compliance | marketing & troubleshooting
other services | retirement planning | risk & underwriting | superannuation solutions