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, investment guide, general reference guide and forms booklet, speak to your financial adviser or call the Client Services Team on 1800 254 180.