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.
Why choose us?
- 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
Services include
- 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
- Benefit design
- Risk and compliance
- Secretarial
- Marketing
- Member communication support
