| Superannuation Services |
Fund Administration |
- tailored administration and customer relationship services for industry, corporate master trust and retail master trust superannuation funds, eligible rollover funds, redundancy trusts and related financial organisations
- processing including member and employer contributions, benefit payments and insurance claims
- automated workflow management tools to ensure commitment to quality, consistency, performance management and reporting
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Contact Centre |
- provision of branded, personalised customer interaction
- member enquiries, maintenance and retention programs
- recording of inbound and outbound telephone calls for quality control
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Clearing Entities |
- payment utility to allow employers to redirect contributions to multiple superannuation accounts
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Trustee Services |
- provision of corporate services including accounting, secretarial, IT, legal and compliance
- preparation of annual reports and taxation statements
- facilitation of member and employer correspondence
- maintenance of member and employer records
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| Support Services |
Marketing |
- development of marketing initiatives in conjunction with clients
- analysis of membership and creation of targeted communications and segmented marketing strategies
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Legal and Compliance |
- dedicated legal, compliance and risk function
- breach reporting mechanisms
- regular publications on legislative developments and regulatory reforms
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Fund Accounting |
- management and statutory reporting, ATO and APRA reporting, payment of all expenses and investment of cash on behalf of the funds
- preparation of fund accounts on behalf of the clients
- for AAS clients, bank accounts are reconciled and interfaced daily to member systems and the general ledger
- banking
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Human Resources |
- recruitment, training, policies and procedures, code of conduct, occupational health & safety, equal employment opportunities
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Print Management and Mailing |
- print and mailing of annual reports, member statements, product disclosure documents, allocated pension booklets and other superannuation brochures
- high volume, personalised correspondence
- mail and printing to support marketing initiatives
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Education Provision |
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