Looking for Superannuation Funds Manager Templates to download? See the main templates that a Superannuation Funds Manager would use in their day-to-day work.
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Superannuation Funds Manager Templates
Contents
Superannuation Funds Manager Templates
There is a huge number of templates that someone in the Superannuation Funds Manager role uses in their daily work. In this article, we’ll outline the main templates they use.
Documents & Spreadsheets
These templates are some of the most commonly used templates by a Superannuation Funds Manager. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.
1. Monthly Financial Statement
2. Investment Portfolio Report
3. Performance Analysis Spreadsheet
4. Compliance Checklist
5. Risk Assessment Template
6. Client Communication Template
7. Budget Forecast Spreadsheet
8. Expense Reconciliation Report
9. Audit Preparation Checklist
10. Annual Report Template
Reports
Reports are often prepared by a Superannuation Funds Manager to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.
1. Monthly Investment Performance Report
2. Member Contribution Report
3. Fund Expense Report
4. Asset Allocation Report
5. Compliance Report
6. Cash Flow Report
7. Member Benefit Payments Report
8. Investment Strategy Report
9. Fund Growth Report
10. Risk Assessment Report
SOPs
At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Superannuation Funds Manager does and how they do it.
1. Investment Strategy Review
2. Risk Management Framework
3. Compliance Monitoring and Reporting
4. Performance Analysis and Reporting
5. Asset Allocation Policy
6. Investment Manager Due Diligence
7. Investment Committee Meeting Agenda
8. Investment Policy Statement
9. Investment Performance Evaluation
10. Fund Administration Procedures
Presentations
Superannuation Funds Manager presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.
1. Financial Performance Report Template
2. Investment Portfolio Analysis Template
3. Retirement Planning Presentation Template
4. Risk Management Strategy Template
5. Compliance and Regulatory Update Template
Legal Docs
There are several key times when a Superannuation Funds Manager needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.
1. Investment Management Agreement
2. Trust Deed
3. Compliance Policy Statement
4. Financial Services Guide
5. Product Disclosure Statement
Health & Safety Templates
Health & Safety templates for a Superannuation Funds Manager ensure that the correct forms are completed to protect from harm and record any incidents at work.
1. Incident Report Template
2. Risk Assessment Template
3. Emergency Evacuation Plan Template
4. Workplace Inspection Checklist Template
5. Health and Safety Training Attendance Register Template
Calendars
Setting up Superannuation Funds Manager calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Budget Calendar
2. Investment Performance Calendar
3. Compliance and Regulatory Calendar
4. Reporting and Audit Calendar
5. Stakeholder Engagement Calendar
Invoice Templates
Several types of Superannuation Funds Manager invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Monthly Contribution Invoice
2. Investment Income Invoice
3. Administration Fee Invoice
4. Insurance Premium Invoice
5. Member Benefit Payment Invoice
Survey Templates
For a Superannuation Funds Manager to get insights related to the work they do, they need to send out Superannuation Funds Manager surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Customer Satisfaction Survey
2. Investment Performance Survey
3. Retirement Planning Survey
4. Risk Tolerance Survey
5. Financial Education Survey
Meeting Agendas
Having premade Superannuation Funds Manager meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.
1. Investment Committee Meeting
2. Risk Management Meeting
3. Performance Review Meeting
4. Compliance and Regulatory Meeting
5. Stakeholder Engagement Meeting
Budget Templates
To manage finances well, a Superannuation Funds Manager would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Income and Expense Budget Template
2. Investment Portfolio Budget Template
3. Operational Expenses Budget Template
4. Marketing and Advertising Budget Template
5. Compliance and Regulatory Budget Template
Dashboards
Dashboards are a useful way for a Superannuation Funds Manager to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Performance Dashboard
2. Asset Allocation Dashboard
3. Risk Management Dashboard
4. Compliance Dashboard
5. Member Engagement Dashboard
Proposal Templates
For bidding or requesting work, a Superannuation Funds Manager needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.
1. Investment Strategy Proposal
2. Risk Management Proposal
3. Performance Review Proposal
4. Compliance and Regulatory Proposal
5. Retirement Planning Proposal
Get Your Template Made
We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Superannuation Funds Manager templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.
