Your most important asset is your people, and you must ensure they are satisfied and well educated by your business super fund. You also want your super arrangement to be stress free and easy to operate.
We provide a total solution tailored to suit the needs of your business and your employees through sourcing the most appropriate super fund available in the market, which in turn forms the complying Company Super Fund.
Wealth Smart engages employers by helping to identify the most effective program of benefits for your people, including but not limited to superannuation. We help raise awareness of your super plan offering and increase employee engagement with not just their super, but all facets of their financial life planning activities.
Our services include:
Once you have decided to outsource your super or change existing funds, Wealth Smart will manage a full tender on your behalf. We will take you through a full range of options that best match your needs as employer and your employee superannuation objectives with the best available offerings in the marketplace.
A dedicated team consisting of Wealth Smart team members and advisers together with the appropriate appointed fund manager will manage all aspects of your organisations transition. We will ensure smooth implementation with minimal interruption to your core business with minimised costs to members.
The smooth running of your platform will be maintained with service levels being agreed upon by all parties involved; including the amount of contact required, levels of reporting from the most complex to simple levels, timeframes and process for communications, and most importantly, the timing of regular reviews of not only the market but how the chosen company fund is performing within the market and from an administration point of view.
Wealth Smart will support your organisation with our communications and education programs, ensuring all members understand the benefits on offer and the advantages to potential new members. We will develop and implement ongoing educational programs, supported by group seminars, individual support and advice, regular member communications and access to a member only online resource centre.
Wealth Smart provides a comprehensive program of benefits for your employees to make the most of their super, their financial well-being and enabling them to take advantage of some great benefits to enjoy now. Our program will increase your employee engagement and loyalty with your organisation.
Helpline Advice Service – Wealth Smart provides assistance to your employees over the phone, assisting with a range of common and personal enquiries.