Small APRA funds

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:

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 and forms booklet, speak to your financial adviser or call our Client Services Team on 1800 254 180.

From asset administration to a complete end-to-end SMSF solution with the choice of a professional trustee – we have an SMSF solution to suit you.

Meet the SMSF services Team

Tim Casey

Business Development Manager, Superannuation

Brisbane office

Luke Costa

Business Development Manager, Superannuation

Melbourne office

Greg Williams

Business Development Manager, Superannuation

Adelaide office

Julie Steed

Senior Technical Services Manager

Adelaide office