Small APRA fund (SAF)
A small APRA fund (SAF) is a personal superannuation solution with a professional trustee.
A SAF offers a tailored personal superannuation solution without the associated trustee responsibilities and risk of compliance breaches. Instead, compliance obligations are passed on to a professional trustee.
Because a SAF has a professional trustee, it can be a particularly useful tool for:
- anyone who wants greater control of their super investments but without the trustee responsibilities
- elderly people who are concerned about losing capacity
- families caring for a relative with an intellectual disability
- blended families
- a disqualified person (who can be a member of a SAF but not an SMSF)
- those moving or living overseas who can no longer be a trustee of an SMSF.
AET SAF
The AET SAF is an investment and superannuation administration service with a professional trustee. The AET SAF provides the simplicity of investment administration from a single platform with access to a range of assets. It offers sophisticated online reporting through one convenient online portal – AET My Portfolio
Why not concentrate on your fund's investments rather than the compliance?
How it works
The trustee is responsible for managing the AET SAF and its service providers to ensure that it operates in the best financial interests of members and complies with all legal requirements including:
- fund establishment
- asset and superannuation administration
- investment monitoring
- annual reporting
- compliance checks – ensuring that the fund meets all legislative requirements.
This means you and your adviser can concentrate on the investment strategy.
For more information, speak to your financial adviser or call the Client Services Team on 1800 254 180.
Equity Trustees Superannuation Limited (ABN 50 055 641 757, RSE Licence No. L0001458, AFSL 229757) is the issuer and trustee of the AET SAF. The trustee is a subsidiary of Equity Trustees (EQT Holdings Limited (ABN 22 607 797 615), a professional trustee company established in 1988 by an Act of Victorian Parliament. Equity Trustee is a publicly listed company on the Australian Securities Exchange (ASX:EQT). Learn more about the trustee.
- AET Small APRA Funds Retirement Income Strategy
- AET Wholesale Access Fund IDPS Guide
- AET Wholesale Access Fund Target Market Determination
- AET small APRA fund Target Market Determination
- AET small APRA fund Product Disclosure Statement
- AET small APRA fund general reference guide
- AET small APRA fund investment guide
- AET small APRA fund Forms booklet
- Who can be trustee of an SMSF?
- SAF summary of significant event notice
- Outsourced service provider register
- AET small APRA fund product list
- Making contributions to your AET small APRA fund