Industry Fund Services

At IFS, we believe in recognising the people who make a real difference—and our annual Super Stars Awards are all about celebrating those who go above and beyond. This year, we’re proud to spotlight our two incredible winners: Tani and Karlo. Tani is a calm force behind Super Recoveries—always anticipating client needs, delivering with precision, and lifting team performance. Her work has driven a major uplift in customer satisfaction, and she’s a true example of execution excellence. Karlo stepped into a leadership role during a challenging time and transformed the Paraplanning team at IFS. He has built client trust and championed innovation by embracing new technology. Karlo’s impact is strategic, measurable, and inspiring. Their achievements reflect the values we live by at IFS — Integrity, Innovation and Improvement, Inspiration, and Excellence. Join us in congratulating Tani and Karlo for their outstanding contributions. We’re proud to have them on our team! #IFS #SuperStars #Leadership #TeamExcellence #WorkplaceCulture

IFS is proud to have supported the latest Fund Executives Association Limited x moneyGPS Professional survey, which explores how super funds are responding to the evolving landscape of financial advice. The findings reveal a clear appetite for scalable, compliant, and accessible advice solutions. 71% of respondents are confident that, while further work is required, funds are on track to meet member expectations in a digital world within a reasonable timeframe. IFS contributed to this important research to help funds better build advice models that are both impactful and sustainable. Read the full report: https://lnkd.in/gmEQGFQf #IFS #FEAL #moneyGPS #digitaladvice

In today’s dynamic regulatory landscape, maintaining high standards of advice is essential. We believe advice assurance goes beyond ticking boxes. It is about empowering our super fund clients and their advisers to deliver advice with integrity, clarity, and care. Whether your fund is navigating AFSL obligations or refining advice processes, we offer a comprehensive suite of compliance solutions for self-licensed super funds. https://lnkd.in/g3hMFv4U #IFS #adviceassurance #advice #super 

We are embracing innovation to enhance the advice journey, leveraging AI and purpose-built platforms to deliver better outcomes for super funds and their members. One standout example is SAMI by Advice RegTech, an AI-powered audit software that is helping our Advice Assurance team review files faster and smarter through automation. Hear from Danica Lozada, our Advice Assurance and Education Manager, as she shares how SAMI is driving quality, compliance, and efficiency using intelligent technology. #IFS #adviceassurance #super #AI

IFS is pleased to announce that PARTNERVEST has joined as a client, having originally spawned to life from IFS itself. IFS will help Partnervest expand the education and advice offering for their clients. Partnervest provides investment solutions to unions/associations in addition to offering simple low-cost investment products. Thank you Partnervest for putting your trust in IFS. #IFS #advice #partnervest

At the upcoming IFS Advice Conference 2025, Bec Wilson, founder of The Epic Retirement Institute, will explore how empathy and engagement can transform member conversations, from transactional to truly meaningful. Bec will help attendees understand that retirement planning isn’t just about the numbers; it’s about uncovering what a fulfilling future looks like for each member. This session will offer practical strategies to build trust, connect on a deeper level, and deliver advice that resonates. Secure your ticket today to hear directly from Bec and gain practical insights to elevate member outcomes - https://lnkd.in/g28iQXJE #IFS #advice #conference #retirement 

As financial adviser numbers continue to decline and more Australians approach retirement, super funds face growing pressure to meet members’ advice needs at scale. At IFS, we are responding with a hybrid advice approach that blends the best of traditional advice and technology.   By adopting smart digital tools, our hybrid advice offering aims to reduce the cost of delivering advice while making it more accessible and efficient for members, all while freeing advisers from tedious, repetitive tasks. This is so that advisers can focus on the work that matters - building deeper member relationships, delivering strategic guidance, and supporting complex financial decisions.    As the industry looks for new ways to transform advice delivery, IFS is leading the way by partnering with funds to ensure their members receive timely, relevant, and effective advice.   Read more about our hybrid advice - https://lnkd.in/d27ZF-hE   #IFS #super #hybridadvice #advice

With super funds needing to reshape their advice offerings to keep pace with rising member demand, we are committed to helping funds build their own supply of high-quality service staff. The Kaplan IFS Education Framework is designed to align with emerging regulatory reforms such as DBFO (e.g. New Class of Adviser), offering a flexible, skills-based pathway focused on helping individuals become job-ready.   In this video, we hear from Leigh Mackay as she shares how BUSSQ Super’s commitment to the education framework reflects a strong focus on the fund's member outcomes and team development. By investing in service staff capability, they are creating a scalable model that meets today’s advice needs while preparing for tomorrow’s standards. #IFS #BUSSQ #super #advice #DBFO #NCA 

This year, IFS Advice Conference - ‘Stronger Together’, focuses on how we can work together to greater enhance the number of members we support on their pathway to retirement.   With a rich mix of content, you will have the opportunity to mix with the advice teams from more than a dozen superannuation funds, providing a unique opportunity to network, problem solve and in a group setting apply learnings to everyday challenges. From evolving advice models to member-first strategies, it is a day curated for those who want to make a real difference.   Early bird pricing ends 31 July, secure your ticket today - https://lnkd.in/g28iQXJE   #IFS #advice #super #conference

IFS recovered a record $226 million in unpaid super in FY25, helping thousands of Australians reclaim their retirement savings. This milestone is not just a number. It is a powerful reminder of the role super funds play in protecting their members' retirement outcomes. Hear directly from our clients, Cbus Super Fund and AustralianSuper, as they reflect on this achievement and its significance for their members. Read the full story: https://lnkd.in/gw3h2UWS #IFS #unpaidsuper #paydaysuper #super