Superannuation fund administration services | KiwiSaver fund services

Tailored solutions
Cutting-edge technologies
Expert advice

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 focus on deliver value to your members and investors. Our comprehensive suite of services covers various Australian superannuation fund structures including accumulation, defined benefit, and account-based pension funds, and all aspects of the New Zealand KiwiSaver scheme, which we have serviced since 2007.

We support you all the way from fund setup 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
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 adaptation 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 pensions
Existing fund takeover
New fund establishment and transitions
Core administration services

- Processing new members
- Ongoing maintenance of member and employer records
- Contribution and benefit transaction processing
Fund accounting services

- Asset valuation, unit pricing, fund accounting, and financial reporting
- Preparation of annual Australian Prudential Regulation Authority returns
- Annual reporting for the Financial Market Authority’s statistical KiwiSaver return, Financial Markets Conduct Act reports and member statements
- Financial processing, such as preparation of annual returns, tax returns (including portfolio investment entity tax liability), and ﬁnancial statements
- Business activity statement agent services
Registry and transfer agency services
Processing investor / member transactions, including government contributions for KiwiSaver through a seamless integration with the Inland Revenue Department
Administration of superannuation related insurance, including claims management
Technology services

- Member, employer and fund portals
- Digital onboarding
- Interactive member statements and benefit projections
- Mobile app
Enhanced fund reporting

- Automated board reporting
- Customer relationship management solutions
- 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