Mike Taylor
Managing Editor and Publisher
6 November 2026
The delivery of financial advice via superannuation funds and their service providers has taken another step, with super administrator MUFG Retirement Solutions, expanding its strategic partnership with InvestStream.
MUFG, one of the largest superannuation administrators, has taken a minority stake in InvestStream stating that this “reinforces both organisations’ long-term commitment to expanding access to digital advice and guidance to Australian superannuation members”.
The announcement follows only months after the launch of the strategic partnership in July which both companies said was “aimed at helping superannuation funds expand members’ access to personalised digital advice, guidance and education, by simplifying the engagement experience”.
MUFG Retirement Solutions ANZ chief executive, Frank Lombardo said expanding access to advice should be a national priority.
“Millions of Australians face important decisions about their financial future, yet access to advice and guidance remains out of reach for many. This partnership is an important step that will help democratise access and support Australians to make more informed financial decisions,” he said.
“By combining our administration platform and expertise with InvestStream’s technology, we can better support superannuation funds to scale their personalised, digitally enabled advice, all within a single ecosystem.
“Ultimately, it’s super fund members who truly benefit, as it becomes easier and more affordable to access financial advice that could have a meaningful impact on their retirement.”
InvestStream founder and chief executive, Jason Hang said the partnership reflected a shared view of what people actually want from their super.
“People don’t wake up in the morning thinking, ‘I’m going to have a concessional contribution journey today.’ They’re thinking, ‘Have I got enough money to retire?’ We wanted to change the way advice is delivered by putting more of the tools and capabilities that support financial decision-making directly into members’ hands.
“MPMS’s investment is a strong endorsement of what we’ve built: governed financial modelling delivered through a simple conversation. Together, we can bring that technology to more super fund members, helping them understand where they stand, and what choices they have.”