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:

• anyone who wants greater control of their super investments but without the trustee responsibilities
• elderly people who have lost or are losing capacity
• families caring for a relative with an intellectual disability
• blended families
• a disqualified person (who can be a member of a SAF but not an SMSF)
• those moving or living overseas who can no longer be a trustee of an SMSF.

AET SAF

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?

How we can help you

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:

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