About Synergy

Synergy Capital Management Limited is a funds administration company that recognises that investment and superannuation can be complex, even bewildering at times. Synergy offers investors a simple solution to this by providing easy access to a range of Australia's leading investment managers and listed companies via their superannuation and investment administration services.

Our services provide you with:

Simplicity

The Synergy administration service simplifies your investments, giving you and your financial adviser the tools to quickly and easily manage an extensive, diversified portfolio. With Synergy Online, you have access to monitor your account 24 hours a day, seven days a week.

Choice

Smart investors know that one of the best ways of reducing investment risk is to diversify their portfolio. Synergy offers an extensive range of investment options so you can diversify your portfolio across cash, fixed interest, property and a selection of listed securities (shares) – or any combination of these.

Flexibility

Having a portfolio of investments that's tailored to your individual needs is vital. Should you wish to change the focus of your investment mix you can, quickly and easily, in consultation with your adviser, free of charge.

Confidence

With an educated and dedicated team administering your investments you can have peace of mind that you are in good hands. Prior to selection by Synergy, all investment options undergo extensive research in consultation with expert external investment researchers. Synergy also provides your financial adviser with resources and state-of-the-art research tools to regularly review your financial needs and provide you with timely investment advice.

For more information on Synergy’s Platform Administration services, you can download our latest information flyer.