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:
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.
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.
Watch our video on small APRA funds.
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.