Issued by; CARE Super Pty Ltd (Trustee) ABN 91 006 670 060 AFSL 235226 RSE L0000956 CARE Super (Fund) ABN 98 172 275 725
Disclaimer: The information contained in this Annual Report is about CARE Super and is not intended as financial advice. It does not take into account specific needs, so you should look at your own personal position, objectives and requirements before taking any action. Past performance is not a reliable indicator of future performance and you should consider other factors before choosing a fund or changing your investments. For a copy of the CARE Super Trust Deed (the legal document governing superannuation benefits in the fund), Financial Statements for the Trustee and the Fund or the Investment Policy Statements please go to our website. You can also ask for a copy to be sent to you. You should also obtain and read the Product Disclosure Statement before making any investment decision. If you would like to see these documents, please go to caresuper.com.au or call 1300 360 149.
Our service providers
We believe it’s important to partner with the best possible providers to fit with our members’ needs.
This year we conducted tenders for both our administration and tax advice services, which resulted in the appointment of Mercer as our new administrator from 29 March 2019 and Deloitte as our new tax adviser from 1 July 2018.
We apply rigorous due diligence processes before appointing (and when reviewing) service providers and ask them to attest to their relevant credentials and meeting compliance requirements annually.
All material service providers, as well as Mercer and Deloitte, provided their relevant attestations for the 2017/18 year. We’ve listed our significant service providers below.
Administration
Australian Administration Services Pty Limited
Asset consultant
JANA Investment Advisers Pty Ltd
Auditors – external
KPMG (CARE Super Pty Ltd)
Auditors – external
PricewaterhouseCoopers (CARE Super)
Auditors – internal
KPMG
Credit Control Services
Industry Funds Credit Control
Custodian
NAB Asset Servicing
Custodian
Pacific Custodians Pty Limited
Insurer
MetLife Insurance Limited
Insurance adviser
IFS Insurance Solutions Pty Ltd
Legal advisers
Greenfields Financial Services Lawyers (Melbourne)
Legal advisers
Hall & Wilcox Lawyers
Legal advisers
Holding Redlich
Tax Adviser
KPMG