Fund Choice Survey
Name of Organisation
Jacques Martin Administration and Consulting Pty Ltd
365 Little Collins Street,
Melbourne, VIC, 3000
Switchboard: (03) 9200 1777
Facsimile: (03) 9200 1707
Products and Services
Name/Title of Product
Fund Choice Survey
Dissemination Media
Publication Price on application
Contact
Annette King
National Consulting Manager
Telephone: 1800 815 903 or (03) 9200 1734
Broad Description
Results of a survey of attitudes to Fund Choice of 182 employers and superannuation funds providers including corporate funds, employers, industry funds, public offer funds, public sector funds and RSA providers.
Purpose of Data
The survey reports on industry responses to the Government's proposed introduction of Fund Choice legislation. The results provide feedback on reactions/opinions of peers and competitors and have been communicated to the Government and the ATO.
Detailed Description Population
117 employers, some with/some without corporate superannuation funds 29 public offer funds 21 industry funds 15 other
Superannuation Data Items
Awareness of Fund Choice Employer Strategies proposed in response ie. proportions considering Workplace Agreements, 4 choices, unlimited choices. Estimates of effects on the superannuation market Preferred implementation dates Competitive issues fund providers face ie. who is reviewing fees, distribution, benefit features, investment options, etc. Attitudes to education of employees/members Level of employer liability envisaged Attitudes to selection of default funds. General attitude to the concept Level of employer liability envisaged Attitudes to selection of default funds General attitude to the concept of Fund Choice Level of expertise/reliance on expert outside assistance Attitudes to "Clearing House" concept Effect on insurance Effect on fees and other costs Impact on membership of existing fund ie. movement in and out of funds
Source
Data was collected directly by Jacques Martin Administration and Consulting Pty Ltd.
Method of collection
Combination of a mailed questionnaire and personal interviews (30-40 interviews with large employers and large fund providers, remainder mailed).
Frequency
Irregularly - to date one survey has been completed. Another is scheduled once the legislation is final.
Timeliness
N/A
Historical Data
N/A
Geographic Breakdown
National. Specific geographic breakdown can be provided. Other breakdowns of statistics can also be provided, eg. Fund type, size of employer.
Level of confidentiality/Availability
No restrictions but no source identified. Survey results provided free-of-charge to participants, others will incur a charge of $200.
Unpublished Information
Yes (see Question 12 above).
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