A small APRA fund (SAF) is essentially a self-managed super fund with a professional trustee.

A SAF offers all the freedom and flexibility of a self-managed super fund but without the associated trustee responsibilities and risk of compliance breaches. Instead, compliance obligations are passed on to an approved trustee company – like us.

Because a SAF has an independent trustee, it can be a particularly useful tool for:

• clients who want greater control over their super investments but without the trustee responsibilities
• elderly clients who have lost or are losing capacity
• families caring for a relative with an intellectual disability
• blended families
• a disqualified person (who can be a member of a SAF but not an SMSF)
• those moving or living overseas who can no longer be a trustee of an SMSF
• estate planning strategies.

AET SAF

Our AET SAF is an all-in-one trustee, investment and superannuation administration service.

It gives you and your clients the simplicity of investment administration from a single platform with access to a range of assets. It offers sophisticated online reporting through one convenient online portal – AET My Portfolio – 24 hours a day, seven days a week.

How we work with you

All the benefits of an SMSF – none of the burden

We look after day-to-day administration as well as annual reporting requirements so you and your clients  can concentrate on their funds’ investment strategies.

Our AET SAF can also form part of estate planning strategies for your clients. By having a professional trustee, clients can ensure their super death benefits are paid according to their wishes.

Our services:

• fund establishment
• asset and superannuation administration
• investment monitoring
• compliance checks – ensuring that the fund meets all legislative requirements.

Watch our video on small APRA funds.

View annual trustee reports and SAF administration fee calculator.

For more information, please read our AET SAF product disclosure statement, investment guide, general reference guide, product list and forms booklet, or call our Client Services Team on 1800 254 180.