Superannuation | Actuarial

Lambda delivers a wide range of superannuation and actuarial services to institutions and organisations.


Superannuation
Lambda Group (“Lambda") provides tailor-made solutions to self-managed, corporate and industry superannuation funds.


Fund Establishment
Advice on trust deeds and amendments, as well as benefit design.

Lambda, in conjunction with legal experts, has developed a range of flexible trust deeds to suit the diverse needs of clients. The trust deeds are continually monitored to ensure full compliance with changing legislation.


Fund Review
Lambda provides a full range of services in reviewing the needs of existing funds.

These services include fund wind-ups, transfers, trustee indemnity insurance, actuarial consulting and reviewing, recommending alternatives such as master funds.


Compliance Consulting
Ensuring superannuation funds meet the ever-changing raft of regulatory requirements is part of Lambda's charter.

Lambda advises trustees on maintaining compliance with the Australian Taxation Office (ATO) as well as the Australian Prudential Regulatory Authority (APRA), and the Australian Securities and Investment Corporation (ASIC).

From preparation of a SIS procedures manual to establishing procedures for dispute resolution, claim staking, identification of beneficiaries, automatic rollovers (including an eligible rollover fund) and unclaimed monies, Lambda ensures trustees meet the full range of procedural requirements.


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Actuarial Consulting and Services
Lambda will only provide actuarial services that are signed by a Fellow of the Institute of Actuaries of Australia.

Lambda provides a wide range of actuarial consulting and risk management services to industry, corporate and self-managed funds, friendly societies, public and private companies, and trusts.


Superannuation Funds
Lambda's provides the full range of certifications for defined benefit funds.

For accumulation funds Lambda's services include reserving and crediting rate strategies as well as strategies for administering member investment choices.


Pension Funds (Allocated & Complying)
Lambda prepares actuarial investigations of funds paying lifetime or life expectancy pensions as well as certificates to exempt pension assets from income and capital gains tax.


Friendly Societies
Services provided include actuarial investigations, financial condition reports and designing and pricing of products.


Other Actuarial Services
Lambda provides a range of specialist actuarial services, including valuing outstanding claim liabilities, solvency analysis, financial projections and risk financing analysis, calculating reversions, annuities, compensation liabilities and life interests, as well as valuing benefits available under compensation schemes, analysing financial projections and cash flow, and statistical analysis and modelling.


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