{"id":676562,"date":"2026-11-06T08:30:25","date_gmt":"2026-11-06T08:30:25","guid":{"rendered":"https:\/\/www.newsbeep.com\/ie\/676562\/"},"modified":"2026-11-06T08:30:25","modified_gmt":"2026-11-06T08:30:25","slug":"big-super-administrator-ups-ante-on-advice-delivery","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/ie\/676562\/","title":{"rendered":"Big super administrator ups ante on advice delivery"},"content":{"rendered":"

Home<\/a> > Financial Planning<\/a> > Big super administrator ups ante on advice delivery<\/p>\n

\"Mike <\/p>\n

Mike Taylor<\/p>\n

Managing Editor and Publisher<\/p>\n

6 November 2026<\/p>\n

\"Digital<\/p>\n

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.<\/p>\n

MUFG, one of the largest superannuation administrators, has taken a minority stake in InvestStream stating that this \u201creinforces both organisations\u2019 long-term commitment to expanding access to digital advice and guidance to Australian superannuation members\u201d.<\/p>\n

The announcement follows only months after the launch of the strategic partnership in July which both companies said was \u201caimed at helping superannuation funds expand members\u2019 access to personalised digital advice, guidance and education, by simplifying the engagement experience\u201d.<\/p>\n

MUFG Retirement Solutions ANZ chief executive, Frank Lombardo said expanding access to advice should be a national priority.<\/p>\n

\u201cMillions 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,\u201d he said.<\/p>\n

\u201cBy combining our administration platform and expertise with InvestStream\u2019s technology, we can better support superannuation funds to scale their personalised, digitally enabled advice, all within a single ecosystem.<\/p>\n

\u201cUltimately, it\u2019s 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.\u201d<\/p>\n

InvestStream founder and chief executive, Jason Hang said the partnership reflected a shared view of what people actually want from their super.<\/p>\n

\u201cPeople don\u2019t wake up in the morning thinking, \u2018I\u2019m going to have a concessional contribution journey today.\u2019 They\u2019re thinking, \u2018Have I got enough money to retire?\u2019 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\u2019 hands.<\/p>\n

\u201cMPMS\u2019s investment is a strong endorsement of what we\u2019ve 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.\u201d<\/p>\n","protected":false},"excerpt":{"rendered":"Home > Financial Planning > Big super administrator ups ante on advice delivery Mike Taylor Managing Editor and…\n","protected":false},"author":2,"featured_media":676563,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[14],"tags":[72,188364,176,6506,61,286612,60,20915,286613,174,175,4627],"class_list":["post-676562","post","type-post","status-publish","format-standard","has-post-thumbnail","category-personal-finance","tag-business","tag-equity-stake","tag-finance","tag-financial-advice","tag-ie","tag-investstream","tag-ireland","tag-mufg","tag-mufg-retirement-solutions","tag-personal-finance","tag-personalfinance","tag-superannuation"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/posts\/676562","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/comments?post=676562"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/posts\/676562\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/media\/676563"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/media?parent=676562"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/categories?post=676562"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/tags?post=676562"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}