Services
Lambda offers a range of services
to intermediaries including accountants, financial planners
and lawyers.
Fund Establishment
The comprehensive fund establishment service includes
flexible trust deeds, statutory registration, bank account
establishment, service provider appointment, initial
compliance procedures and initial investment strategy.
Trust Deeds
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 Administration
For accounting firms seeking to focus on core business
functions, superannuation administration may absorb
valuable resources. Lambda provides a comprehensive,
seamless fund administration service to enable accounting
firms to concentrate on core business.
Pension Commencement –
advice and documentation
The transition from accumulation to pension phases requires
careful thought and documentation.
Lambda can assist the intermediary to design the optimal
arrangement for their client and to document the process
of commencement of a pension.
Actuarial Certification
Lambda provides a full range of actuarial certification
for superannuation and pension funds.
Lambda also provides specialist actuarial advice to
lawyers including compensation liabilities and life
interests, annuities and reversions.
Superannuation Technical
and Compliance Service (SuperTaCS)
Superannuation has evolved into a complex and heavily
regulated area.
Technical and compliance related issues will arise in
all but the simplest clients.
Lambda developed SuperTaCS following demand from accountants
for assistance in dealing with ever-changing raft of
compliance requirements.
Offered on a retainer basis, Lambda provides technical
and compliance advice relating to issues arising across
your client base. For example, issues include but are
not limited to RBL’s excess benefits, pension
design and payment, in-house assets and acquisition
of assets.
The SuperTaCS team consists of the two Principals and
senior consulting staff.
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