ASFA Guidance Notes are intended to provide superannuation trustees and funds with information about ways of doing things that work.
The use of a guidance approach does not mean one size fits all. It means seeking out ideas and experience from those who have undertaken similar activities in related fields, deciding which of those practices are relevant to your situation, testing them out to see if they work, before incorporating the proven practices in your own documented processes.
Each of ASFA’s member organisations covers a diverse range of goals, member needs and resources according to which they can adapt these Guidance Notes' recommendations to their own particular needs.
These papers are intended as a guide only and are not intended to be used as a substitute for professional advice.
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Guidance Notes on claims handling and vulnerable members are now available.
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| Claims handling |
Claims handling standards for superannuation funds Guidance Note June 2021
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Download
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Vulnerable members
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Developing a vulnerable member policy Guidance Note June 2021
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Download |