Financial Synergy Administration provides comprehensive administration and investment services for a full range of superannuation and non-superannuation products.

Administration Services

Financial Synergy Administration provides innovative and complete administration services for a full range of products, including: 

• Master Trusts
• Corporate Funds - Defined Benefit, Accumulation and Hybrid
• Industry Funds
• Self Managed Superannuation Funds (SMSFs)
• Unit Trusts
• Allocated Pensions and Annuities
• Term Allocated Pensions
• Pooled Superannuation Trusts
• RSA Accounts

Benefits for clients

• Cost effective administration
• High quality service and responsive administration
• Customisable solutions to meet a variety of business needs
• Greater flexibility than other administration providers
• Leading technology-driven solutions
• Ongoing support and systems in place to help Trustees to meet regulatory obligations

Each client is appointed a dedicated client services team to help manage and ensure expert services are provided in a variety of areas.

Online solutions which provide members and employers with real-time information about their fund account and investment strategies are also available to clients to complement traditional administration services. These services can be delivered quickly and seamlessly using our advanced administration system and web services technology provided by the Acurity administration system. Online services can also be 'badged' or branded with your company/ fund identity to support marketing and member strategies.

New Fund Establishment

Financial Synergy has access to administration, marketing and compliance products and services to help you design and establish new and specific superannuation funds, master trusts and other funds.

Our services are flexible and ensure clients are not locked into any one specific model. This ensures that fund promoters have the flexibility to capitalise from our expertise and experience, whilst leveraging from financial diversity. Clients can then take products to market faster to grow funds under management.

Pricing for Financial Synergy Administration services will vary for each client depending on the complexity and services required. It is customary, however to charge a minimum fee plus additional set-up costs.