As a market leader for investment administration services, we have serviced the superannuation funds in Australia since the late 1990s, and the KiwiSaver funds in New Zealand since 2007.
Whether you are an industry fund, corporate superannuation fund or retail superannuation master trust, we can help. We act as the engine room behind the scenes, setting you free to focusing on delivering value to your members and investors. Our comprehensive suite of services covers various superannuation fund structures including accumulation, defined benefit and account based pension funds, and all aspects of the New Zealand KiwiSaver scheme.
We support you all the way from fund set up to managing customer relationships and delivering administration services to members and employers. We can also provide administration services to redundancy trusts.
- Extensive experience and in-depth local knowledge of the Superannuation and KiwiSaver schemes
- Breadth of service coverage across all your investment administrative needs with a single provider
- Market leader in administering Retirement Savings Accounts (RSAs)
- Tailored one-stop solution for superannuation funds
- Best-in-class technologies for superannuation fund administration and value add services
- Proprietary owned cloud-based technology enabling local customisation and seamless integration to the wider eco-system
- We help you mitigate risk and stay on top of legislative and regulatory changes
- Improve your member engagement through a tailored service, access to advisers and 24/7 online access with a holistic view of transactions, holdings and performance in real-time
- Accelerate your digital transformation journey by leveraging our online portals and APIs for a faster and more secure onboarding
- Administration of Accumulation and Defined Benefit accounts
- Account based pensions and Transition To Retirement (TTR) pensions
- Existing fund takeover
- New fund establishment and transitions
- Core Administration services including:
- Processing new members
- Ongoing maintenance of member and employer records
- Contribution and Benefit transaction processing
- Fund accounting services including:
- Asset valuation, unit pricing, fund accounting and financial reporting
- Preparation of annual Australian Prudential Regulation Authority ("APRA") returns
- Annual reporting for the FMA's statistical KiwiSaver return, FMCA reports and member statements
- Financial processing such as preparation of annual returns, tax returns (including PIE tax liability) and financial statements
- BAS agent services
- Registry and Transfer Agency services
- Processing investor / member transactions including government contributions for KiwiSaver through a seamless integration with the IRD
- Administration of superannuation related insurance, including claims management
- Technology services including:
- Member, Employer and Fund Portals
- Digital onboarding
- Interactive Member Statements and Benefit projections
- Mobile app
- Enhanced Fund reporting including:
- Automated Board reporting
- CRM
- Data Quality reporting
- Fraud detection reporting
- Adviser Portal
- Annual review of benefits processing
- Clearing house facility
- Client contact centre including Outbound calls and marketing campaigns
- Additional services including benefit design, risk and compliance, secretarial, marketing and member communication support
