About Us

Our administration services is dynamically linked to our portals that share data on a common rail including workflow, query management, transition, document management and file transport.

Dashboard - As part of the digital experience, the portals directly link through to each fund and adviser dashboard to capture a whole of client view including continuous oversight of key compliance and investment metrics.

All work is performed by qualified and experienced staff.

Each client has its own dedicated client relationship manager.

Accountants - A completely anonymous “White Label” administration service is the predominant service required by Accountants. It encompasses:

End of Year administration, Overflow or Emergency administration assistance all provided on the administration software system chosen by the accounting firm. The above service model is also available to advisers depending on need.

Financial Advisers - You can select from three levels of service: Digital for fully data fed investments, Enhanced for all investments and Premium for all types of investments and a concierge driven service.

The key systems we use are Class and BGL.

We do not make contact directly with trustees to ensure the relationship you have with your clients is not disrupted.

We do not accept commissions or rebates and are not aligned with other financial institutions that will conflict with your business.

Deed & Other services - Deed Services are provided on a marginal cost basis. Other services are available through your client relationship manager including Technical Advice, Taxation, Regulatory, ASIC, and Non Super requirements.