PPS Consulting Solutions Pty Ltd is a division of the Portfolio Planning Solutions group.

Our resources cover diverse specialties including accounting, actuarial, communications, investment consulting, fund administration and fund secretarial services.

We provide a range of actuarial consulting and general consulting services to superannuation funds, companies, government and individuals. Some of these services are detailed below:

Pensions – Complying, Lifetime, Life Expectancy and Allocated Pensions

   Actuarial certification for:

  • Complying pensions (lifetime, life expectancy) pensions – annual review.

  • Tax Exemption for both allocated and complying pensions (Income Tax Assessment Act Section 283).

Self Managed Superannuation Funds and small APRA Funds

  • Advice on maintenance of pensions, including allocated, complying lifetime and complying life expectancy (term) pensions.

  • Advice on establishing and managing reserves and investment strategies.

  • Strategic advice for complying pensions - lifetime and life expectancy (term) pensions.

Workers Compensation - Self Insurance

  • Annual actuarial assessment of Workers Compensation liabilities for self-insured (“exempt”) employers.

  • Feasibility studies and actuarial assessments for companies considering commencing self-insured status.

Legal and Accountant Support

   Actuarial advice in relation to:

  • Personal Injury claims - loss of income, loss of superannuation, future medical costs and loss of enjoyment of personal services.

  • Matrimonial cases – division of superannuation, life interests, valuations.

  • Life interests, reversions and valuation of assets involving future income streams.

  • Retirement Villages - valuations and cash flow projections

Corporate Superannuation

  • Defined benefit funds - financial monitoring and compliance.

  • Reserving strategies for accumulation funds.

  • Conversion of defined benefit funds to accumulation design, including illustration of alternatives.

  • Calculation of rates of return and declared interest rates.

  • Target funding for nominated employees.

  • Member Communication

  • Strategic Advice

  • Investment Manager Selection and Monitoring

  • Group Insurance Tenders and Management

  • Policy Committee Management

  • Implementation and management of Member Investment Choice.

Public Sector Superannuation Arrangements

  • Actuarial valuation of liabilities for statutory reporting.

  • Pension valuations and projections.

  • Provision of reports on funding status and projected liability emergence.

Personal Superannuation Advice

  • Advice on valuation of superannuation entitlements (pension or defined benefit) for remuneration packaging and related purposes.

  • Personal target funding and salary packaging arrangements.

For further information, contact Portfolio Planning Solutions on (08) 8291 2800, or email pps@portfolio-planning.com.au.

 

Financial Planning Association of Australia Ltd

Principal Member