Superannuation compliance

NAB Wealth (MLC)

November 2014 to June 2015
August 2015 to December 2015
February 2016 to June 2017

Business benefits

  • 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.

Tasks

  • 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.