Financial Sector (Collection of Data) determination No. 43 of 2005
Contact address of CustodianContact address of Custodian
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Contact address of Custodian
Record the contact address of each custodian.
5.3. External Administrator details
Does the Trustee engage an External Administrator for the superannuation entity?
Respond Y (Yes) or N (No). If Yes, provide details in the table below.
Name of Administrator
Record the full name of each administrator.
ABN of Administrator
Record the ABN for each administrator.
Contact address of Administrator
Record the contact address of each administrator.
5.4. External Investment Manager details
Does the Trustee engage an External Investment Manager for funds under management?
Respond Y (Yes) or N (No). If Yes, provide details in the table below.
Important!
Where the only investment manager (in which the superannuation entity is invested) is either:
- a life insurer - where the superannuation entity invests in insurance policies held in statutory funds of life companies; or
- a PST - in which the superannuation entity has units
then N should be entered in item 5.4.
Name of Investment Manager
Provide the full name of each investment manager.
Important!
The superannuation entity should report the name of all investment managers who provided services during the current reporting period – this includes the names of investment managers who ceased to provide services during the year.
ABN of Investment Manager
Provide the ABN for each investment manager.
Contact Address of Investment Manager
Input the contact address of each investment manager.
5.5. Employer Sponsor Details
Where there is more than one Employer Sponsor please provide the name and other details requested below for each. Where there are more than 10 such Employer Sponsors, only report the 10 largest employer sponsors in terms of members attributable to each employer.
The following details are required to be reported:
Organisation Name
Record the full name of each Employer Sponsor. However, if the return is being completed for:
- a master trust / superannuation entity, record “multiple employers – master trust”;
- an industry superannuation entity record “multiple employer – industry superannuation entity”.
under Organisation Name.
Important!
The superannuation entity should not report individual employer sponsors from within a group, instead report the name of the group only.