Fund name
Equipsuper Superannuation Fund - ABN 33 813 823 017; SPIN EPL0100AU
Unique superannuation identifier (USI) 33 813 823 017 000
Key statistics as at 30 June 2016
Assets: $7.3 billion Members: 49,000
Trustee
Equipsuper Pty Ltd - ABN 64 006 964 049; AFSL 246383
Type of Fund
Hybrid - accumulation and defined benefit
Industry - profit-for-member, public offer.
Products
As a public offer fund, anyone is able to join Equip as a superannuation member saving for the future, or as a pension member setting up a retirement income and investments.
Equip MyFuture - accumulation members saving for retirement.
Equip MyPension - one of Australia's most innovative 'off-the-shelf' retirement income solution. Set your income, it looks after your investments.
Equip Account Based Pension - allows you to tailor retirement income and investments to suit you. Includes Transition to Retirement capability.
Equip Defined Benefit - we're a leader in managing and investing these specialised funds for employers and their employees. These schemes are generally closed to new members.
Services
Equip Financial Planning - a service highly trusted by its clients. We are competitively priced and receive no commissions from product providers.
Superior - Licensed by APRA to allow funds to amalgamate trustee, investment and administration services and achieve greater economy of scale without full merger.
Equipsuper Board
Elected with equal representation - four member directors, four employer directors and an independent chairman appointed by the elected directors.
Service providers and specialist advisors
| Actuarial advice |
Mercer Consulting (Australia) Pty Ltd |
| Administration services |
Mercer Outsourcing (Australia) Pty Ltd |
Asset consultant and
investment advice |
JANA Investment Advisers Pty Ltd |
| Custodian |
National Australia Bank Limited
(Asset Servicing Division) |
| External auditing services |
Ernst & Young |
Indemnity insurance for the fund,
its directors and officers |
Liberty International Underwriters
Zurich Australian Insurance Limited
AIG Australia Limited
Axis Specialty Europe SE
Catlin Australia Pty Ltd |
| Internal auditing services |
PricewaterhouseCoopers |
| IT services |
Generation-e |
| Legal advice |
DLA Piper
Greenfield Lawyers
Hall & Wilcox
HWL Ebsworth Lawyers
Lander & Rogers |
| Primary marketing and design services |
Coolwise Creative |
Primary members' death and disablement
and salary continuance insurance |
Hannover Life Re |
| Tax advisers |
KPMG |