NAB Wealth (MLC)

 

Term

February 2016 - June 2017

 

Business benefits

Ensure client meets:

  • Compliance reporting obligations
  • Changes to documentation as a result of superannuation changes

 

Tasks

  • Develop procedures to assist business teams compile the required data and complete the compliance reports.
  • Prepare and review deeds of amendment, based on prepared templates, to support superannuation changes.