Category: Financial Services

Wealth and Superannuation

Wealth management and superannuation are fast-growing sectors of the Australian economy that are facing significant challenges. Ongoing market volatility is affecting performance, plus the results of the Cooper review and the Future of Financial Advice and FATCA legislative reforms promise more changes and regulation.

The coming changes will create opportunities to win market share through innovation, and new and existing product offerings. Cost reduction activities will also be a key focus to improve margins and to release capital to upgrade member/client services to remain competitive in the marketplace.

How we can help

The Litmus Wealth and Superannuation team assists clients to improve margins through:

  • Operational excellence and improvement – across operations/advice and distribution
  • Product management excellence and improvement and multi-channel distribution (digital and traditional)
  • Capability excellence and improvement
    • Leveraging and managing regulatory change across FoFA, MySuper, Superstream and FATCA
    • Procurement transformation
    • Transforming IT organisations
    • Program and portfolio ( investment ) management
  • Cost reduction.

We complement our local capabilities by drawing upon Highland Worldwide's global wealth management IP and expertise to benefit our clients.

Contact Us

P: 1300 366 929
E: info@litmusgroup.com

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