A small APRA fund (SAF) is a self-managed super fund with a professional trustee.
A SAF offers 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 a professional trustee.
Because a SAF has a professional trustee, it can be a particularly useful tool for:
The AET SAF is an investment and superannuation administration service with a professional trustee. IOOF Investment Management Limited is the issuer and acts as trustee for the AET SAFs. The AET SAF provides 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
Why not concentrate on your fund's investments rather than the compliance?
As the trustee, IOOF Investment Management Limited is responsible for:
This means you and your adviser can concentrate on the investment strategy.
For more information, please read the AET SAF product disclosure statement, 1 July 2021 Product update, AET SAF target market determination, investment guide, general reference guide and forms booklet, speak to your financial adviser or call the Client Services Team on 1800 254 180.