Core services

Superannuation services

A comprehensive range of super services to suit your needs

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.