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 that 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 – 24 hours a day, seven days a week.
Why not concentrate on your fund's investments rather than the compliance?
We look after the day-to-day administration as well as the annual reporting requirements so you and your adviser can concentrate on the investment strategy.
Our services include:
Watch our video on small APRA funds.