By incorporating financial advice into a broader employee benefits solution, your business can attract and motivate quality staff and become an ‘Employer of Choice’.
Using the resources of CBD and our strategic partners, you can provide your employees access to additional financial services beyond superannuation and insurance. Your business plays a significant role in ensuring your staff and their families achieve financial security.
Key Benefits for your business and your employees:
Greater retention
Employer of Choice
Increased efficiency
Greater value out of employee on-costs
Increase staff satisfaction
Improved productivity
Improved reporting
Better informed
Enhanced working experience
Empowerment
Closer to financial independence and security
Better equipped to deal with decisions
Less stress at work
CBD Services to Employers:
We’ll work with you to ensure you meet all your superannuation legislative requirements and that you provide quality financial education to your employees. Reviewing your superannuation plan regularly, we ensure that contributions, life cover levels and other elements are adequate and in place. We use a variety of fund managers to suit your needs and circumstances.
A tailored plan to meet your company's needs and requirements includes:
Fee structure
Insurance benefits
Default Investments
Communication and negotiation with a provider.
CBD can provide the following services to your company:
Regular contact to maintain employees register
Induction pack provided to new employees and plan members
Regular review on plan design, market issues, fund performance and services
Policy Committee consultation on compliance
Investment advice to the Policy Committee and plan members
Regular e-mail communications to the Policy Committee, providing essential and relevant updates
Monitoring of the product provider
Administration and supervision of the fund
Independent advice and analysis of the superannuation market place
Conducting regular assessment of users’ (employer and members) satisfaction of the plan and its services
Electronic Fund Transfer (EFT) for convenient remittance of contributions.
Education:
Your company superannuation fund is designed to provide your employees with financial security in retirement. The provision of quality advice options and regular financial education to your employees through our in-house employee seminars will ensure they are adequately informed, and thus better able to plan effectively for their financial future.
