NAB Wealth (MLC)
November 2014 to June 2015
August 2015 to December 2015
February 2016 to June 2017
- Ensure client meets superannuation compliance reporting obligations.
- Update documentation as a result of superannuation changes.
- Ensure new business, maintenance and payments teams comply with expanded superannuation regulatory requirements.
- Develop procedures to assist business teams obtain the required data and complete compliance reports.
- Update existing work instructions to ensure existing teams comply with additional superannuation regulatory requirements.
- Develop work instructions for a new team established to provide support for the additional regulatory requirements.
- Prepare and review deeds of amendment, based on prepared templates, to support superannuation changes.