Our core suite of services supports accumulation, pension and defined benefit funds providing member, insurance and investment administration. Our range of services includes:

• Administration incorporating establishment and maintenance of member accounts plus all member communications
• Dedicated client service centre for you and your members
• Full fund accounting including reconciliations, BAS lodgements, APRA returns, preparation of management accounts and tax return
• Comprehensive super wrap or Direct investment option services including cash, TDs, Managed Account’s, direct equities and an extensive range of managed funds
• Suite of online tools including access to our API’s to support your own digital portal or we can provide you with a fully branded portal tailored for Direct Members
• Transition management including successor fund transfers and data conversion

We also offer a range of additional services that can further enhance your offering, from PDS production to member education content.