Who is JANA?

• Company profile
• Why JANA
• Investment philosophy
• Research
• Our people

Asset Consulting Services

• Traditional asset consulting
• Implemented consulting
• Superannuation outsourcing

Retail Investments

• Australian Share Long Short Trust
• Global Share Long Short Trust

Forms and brochures

• Implemented Consulting
• Retail

Asset Consulting Services

Superannuation outsourcing

In conjunction with Plum Financial Services, which is also a subsidiary of NAB, JANA offers a full superannuation service to employers. This includes trusteeship, administration and member services as well as investment.

In addition to the implemented consulting service, superannuation outsourcing with Plum offers:

• master trust and external trusteeship arrangements
• extensive member education and communication including remote areas
• call centre and online account access
• administration and employer support
• web based account access and transactions for members
• financial planning for members on a fee for service basis

Under the fully outsourced model, JANA is appointed by the Plum trustee to provide most of the investment-related services, and the outsourced fund becomes a JANA-advised plan within the Plum Superannuation Fund. 

Find out more

Please contact Lucinda Wilson on (02) 9221 4066.