About
IFAA is now part of the Apex Group
APEX Group, a global provider of financial services, has acquired IFAA.
Independent Fund Administrators & Advisers
IFAA has always been about people – the people we work for and the people we work with.
With 20 years of superannuation industry experience and a focus on continual training and use of secure technology, IFAA deliver administration, management, advisory and financial services for small to medium sized super funds.
We offer small to medium superannuation funds success.
We provide industry leading administration services by creating tailored solutions to our clients that deliver growth through a more engaging and personalised experience for fund members. Our dedicated attitude, experience in managing superannuation funds, and integrated systems and technologies results in a superior service delivery.
A history of innovation
IFAA provide alternative and tailored solutions to our clients. We continually invest into our people, products and processes to progress the efficiency of the administration experience, and offer expanded services for our clients.
We have developed market leading proprietary software that allows us to achieve greater capacity and advanced functionality to stay ahead of the game.
IFAA also provides complimentary services - compliance and risk management, training and internal audit services, financial planning and investment management.
Why Us?
Is bigger better..?
Small to Medium funds are coming under increasing pressure by some sections of the market place. Sponsoring industry bodies, the superannuation regulators and other superannuation funds all appear to have a belief that “big is better”.
As a result of IFAA’s wide and comprehensive range of tailored services, IFAA clients can ensure they stay relevant to their members and provide a more personalised service than the "big end of town".
We offer solutions, not sameness
We’ve watched the superannuation industry dramatically grow and evolve. IFAA understands the unique needs of small to medium funds and provide the innovation, service and value necessary to ensure that funds continue to grow and evolve too.
We enjoy the challenge of helping our clients to maintain relevance.
IFAA provide high-quality differentiated services to not-for-profit industry superannuation funds that will enable them to coexist in a highly competitive market.
Why IFAA?
Superannuation is a critical and fundamental element of Australia’s social and economic framework. IFAA wants to be a part of the process that provides Australians with some degree of financial independence in retirement or financial comfort in the event of ill health or death.
IFAA wants to provide a challenge to the delivery of services to superannuation funds - how do funds stay relevant to their member base?
Engage with a partner like IFAA who believes in why your fund exists.
Our values
People - Our focus is the people we work for and the people we work with.
Teamwork - Working together to achieve our common goals.
Integrity - Straightforward, honest and ethical business practices.
Client Focus - Developing strong relationships and delivering personalised service.
Quality - Uphold the highest standards, without compromise.
Flexibility - Always open to alternatives.
We’ve created tailored software solutions that deliver the ‘IFAA difference’.
Services
IFAA offers clients professional, proven end-to-end administration and management services to help you achieve superannuation business goals and fulfil the needs of your own clients. We operate independently of any other providers, so we can focus solely on the needs of our clients without being influenced by other service providers and their requirements.
Industry leading administration services
Our combination of people, processes, and technology is what sets us apart from other administrators. We offer end to end administration services and our teams are dedicated to meeting the specific needs of each client. IFAA has been a pioneer in the implementation of straight through processing – delivering both efficiencies and simplification, and enhancing member experience.
Customer Service Centre aligned with client’s strategic objectives
We provide superior Contact Centre facilities staffed by qualified, highly trained staff skilled in servicing superannuation employers and members. We hold an AFS License and each operator is RG146 qualified enabling them to provide general product advice in relation to superannuation. The Contact Centre offers both in and out-bound capabilities that extends to a number of key member servicing and retention activities ensuring the fund’s members remain connected and engaged.
Trustee services above and beyond the administration function
IFAA takes great pride in the services we provide to our Trustee Boards, Committees, and Trustee Management teams. Our services are underpinned by our company‘s values of people, teamwork, integrity, client focus, quality, and flexibility. It is because of these values we believe the standard of our services to Trustees is one of the highest in the industry. Along with fully electronic board and committee paper production, we also provide specialised insurance staff with extensive experience in insurance benefit design, managing a tender process, analysis and policy negotiations.
Client services management and clearing house solutions
Our informed Client Services team can offer the services to not only defend the current membership and employer base, but more importantly, grow it. Our services team use THORIN - our integrated proprietary software to allow members greater access to a more personalised and engaged experience with our client funds. We also offer on-boarding to a dedicated Clearing House facility that reduces the multi-fund contribution burden on employers.
Exceptional marketing services across all channels
IFAA provides a full suite of marketing services and professionals with a deep understanding of the needs of superannuation customers – both members and employers. Whether it is specialised marketing data analysts who are able to uncover growth and retention opportunities for your fund, or the need for marketing strategy, digital communications expertise, creative content and concept design, or studio and video resources; we have the expertise you need.
Financial and accounting management
The IFAA Finance team specialises in ATO and superannuation fund transactions and reporting requirements. Our reporting to APRA is fully automated, taking the stress and hassle out of these tasks. All our financial reports conform to the requirements of Trustees and the legislative and regulatory bodies.
Proven IT operations
IFAA has proven that it is able to deliver the benefits of new technology. Hardware is regularly upgraded and new systems have ranged from server operating systems, telephony systems, remote access capabilities, websites, online functionality for members and employers, mail house solutions, CRM, and more recently the implementation of greater capacity and scalability through our data transition to a private dedicated cloud infrastructure. The IT Operations team has worked hard towards zero downtime, and have strong Business Continuity and Disaster Recovery procedures.
Innovation in IT development
The key to our success in developing IT systems that provide specific highly tailored solutions is in the depth of understanding our clients’ needs. IFAA is agile in responding to client requirements because our clients are involved in the evaluation and implementation of product developments. IFAA can provide a wide range of bespoke solutions for member and employer online services, including integrated architecture for all of its other administration systems using its proprietary software innovations.
Employers & Members
We are able to provide a comprehensive service tailored to meet your funds members and employers requirements:
- Targeted communication and education programs for Employers and Members.
- Efficient establishment and ongoing maintenance of new members.
- A range of flexible options for Employers to submit contributions.
- Interactive Online web facilities for Employers and Members available 24/7.
- Call Centre facilities staffed by qualified, highly trained staff skilled in servicing superannuation employers and members;
- IFAA holds an AFS License enabling us to provide general product advice in relation to superannuation. - Benefit Payment and Administration: Comprehensive services across various schemes.
- Pension Payment Services: Online control over payment schedule.
- Insurance Administration: Flexible offerings to meet your funds assessment and administration requirements.
- Face to Face servicing of Employers and Members.
- Access to Financial Planning services.
Clients
Every small to medium-sized industry super fund’s members have unique needs.
The IFAA Group has a number of other businesses that complement their services:
SCS are experienced experts at managing, implementing and monitoring compliance, risk management, legislative research, audit and training services. Our services have been developed to assist clients primarily in the superannuation industry and for anyone operating within the complex requirements of the financial services sector.
IPS is the current provider of executive management, administration and company secretarial services to one of the top performing infrastructure funds in Australia. IPS provides all of the services required to separate the back office administration, board company secretariat functions, strategic planning and executive services from the manager appointed to grow the portfolio of assets.
In a world of member choice, changing rules and digital disruption - we offer solutions, not sameness.
Systems
IFAA has its own intelligent IT products that enable us to deliver our trademark "IFAA difference".
Thorin is IFAA's proprietary system technology to deliver tailored modifications, and is the overarching technology that powers many of our member and employer facing systems, such as member online and employer online as well Customer Relationship Management (CRM), and back-end processing applications.
Thorin includes the Porthos, Aramis, and Athos product suites.
Porthos is our tailored solution for the end-user, client-side facing products including Member Online and Employer Online and bespoke website development.
Aramis is a tailored solution for administration and back-office processing with the Thorin framework, including CRM data integration modules.
Athos is a tailored solution for business intelligence applications which report on data across applications, provide customer relationship management and provide integration with external systems. This includes reporting services, automated board reports, reporting connectivity and the end-user facing CRM modules.
Partners
IRESS’s Acurity Wealth Management
IFAA's solution to provide greater efficiency, enhanced member service, greater speed to market and position our clients for future growth. Acurity is proven in the marketplace and is helping clients achieve greater administrative efficiency and offer their members more. It also has the flexibility built into the platform which allows clients to differentiate themselves in the marketplace in terms of some of the features they offer members. The platform is also SuperStream certified making it one of the few platforms that can currently demonstrate this functionality as part of the core platform.
IFAA partners with the world’s leading software providers - Microsoft Dynamics CRM & Great Plains, Cisco VoIP telephony, Genesys and Verint call recording and quality monitoring, and Board Advantage paperless communication systems.
All backed up by the power, flexibility and security of dedicated private cloud infrastructure on Telstra CSX.
Need superannuation products tailored to your fund, and yours alone? IFAA delivers.
Careers
The IFAA Group consists of companies that focus on superannuation administration services, financial planning services, industry compliance, technology solutions, and financial and accounting management.
In our central CBD location we have a thriving culture that recognises the value of collaborative relationships. Our professional environment, competitive remuneration packages and belief in a healthy work-life balance make us an employer of choice in our industry.
Interested in joining us?
View our current vacancies below or touch base by email, humanresources@ifaa.com.au or phone.
Our recruitment Policy
We look for qualified staff with the required expertise, competencies and integrity to meet IFAA’s requirements. Our recruitment and selection activities are governed by policies covering equal opportunity, diversity and inclusion, are merit-based and free from unfair and unlawful discrimination. Selection activities are also undertaken with due regard for candidate confidentiality at all times.
Successful candidates will be subject to integrity checking (including criminal history checks) in accordance with the Australian Standard for Employment Screening and the relevant Financial Services regulations.
Candidates via recruitment agencies will not be considered.
Health & Wellbeing
IFAA’s Healthy People Program is designed to assist our employees to identify and manage key health risks and to encourage and promote general health and well-being. Below is a summary of the offerings in our program:
Health Presentations: Employees are invited to attend workplace seminars from time to time on topics such as Healthy Sleep Habits, Stress Management, and Posture and Back Care. Seminars typically run for approx 45 minutes and are conducted onsite.
Corporate Gym Membership: IFAA has an arrangement with the local Snap Fitness centre to allow a discounted corporate membership rate offering to our employees.
Massages: Each Monday a qualified massage therapist visits the office and conducts 15 minute massages for interested employees. The massage price is subsidised by the Company.
Employee Assistance Program (EAP): IFAA has partnered with Optum to provide support and assistance through a range of counselling services including general counselling, grief/bereavement counselling, financial counselling and legal advice to all employees and their immediate families. It is free, completely confidential and voluntary. All counsellors are fully qualified psychologists and have extensive experience in counselling.
Personal Health Assessments: This is an assessment of an employees’ health and well being, identifying health risks in the key areas of work, lifestyle, medical, physical and psychological health. Blood tests and personal histories are taken prior to the employee meeting with a qualified Health consultant and the employee receives a personalised report on the day of the assessment with test results, identified health risks and prioritised next action steps. The results of these tests are strictly private and confidential.
Flu Vaccinations: Flu vaccinations are offered seasonally to all employees and are administered by a registered health professional onsite.
Fruit Box and Coffee: Twice weekly, fresh fruit is delivered to the office and available for all employees to enjoy. Fresh coffee is also available in both kitchens via the espresso coffee machines.
IFAA sponsored sporting events: IFAA encourages its employees to maintain a healthy lifestyle and encourages employee fitness through various sponsored initiatives.
Sporting events:
IFAA staff are also supported to participate in a variety of sporting events throughout the year:
- Nissan Corporate Triathlons
- Dragon Boat Regattas
- Mothers Day Classic Fun Run and Walk
- Bris 2 GC 100km Ride
- Twilight Half Marathon- Brisbane
- MS Ride for a Cure
- Bridge to Brisbane Fun Run and Walk
- PWC Cool Night Classic Run
- Staff Social Teams – netball, touch football, indoor soccer
We celebrate with you:
The IFAA difference is in it's people, so an important part of our corporate culture is celebrating events, achievement and milestones with our staff. All-staff, Department and Social Club events are a common occurrence in the office to celebrate these events.
Contact
Office hours
8:30am - 5:00pm
Monday to Friday
Business address
East Tower
Level 1, 410 Ann Street,
Brisbane, Queensland, 4000
Postal address
GPO Box 137,
Brisbane, Queensland 4000
IFAA
East Tower
Level 1, 410 Ann Street,
Brisbane, Queensland, 4000
Phone: (07) 3238 1200