Valuation of Superannuation

Usually for the purposes of dividing matrimonial property under the relevant NZ legislation (Property Relationships Act 2002 or Matrimonial Property Act)

 

DOWNLOAD OUR MATRIMONIAL VALUATION REQUEST FORM

 

Employer Master Trusts

Eriksens have had considerable experience in assisting our corporate customers to select and move to a master trust. Our quarterly survey of NZ master trusts is the only one of its type.

 

Investment Consulting

  • Statement of Investment Policy & Objectives (SIPO)
  • Selection of investment managers
  • Performance monitoring and attribution analysis
  • Investment product development
  • Market research
  • Disclosure regime

 

Group Superannuation Schemes

  • Master trust selection & implementation
  • Actuarial valuations
  • Benefit design
  • Communications with members
  • Reversion of surplus
  • Selection of insurer, administrator, master trust

 

Life Insurance

  • Actuarial valuations
  • Financial projections
  • Premium rates calculation
  • Strategic planning
  • Health insurance
  • Accident compensation

 

Financial Services Product Development

  • Superannuation
  • Life insurance
  • Health insurance
  • Investment products

 

Financial Modelling / Projections

  • Demographic
  • Superannuation
  • Discounted cash flow analysis

 

Legal Valuations

  • Matrimonial property
  • Life interests and reversions
  • Lost earnings

 

Miscellaneous Valuations

  • Long service leave
  • Gratuities
  • Life interests in reversion