Build and grow the next generation of retirement and superannuation funds

Operating retirement and superannuation funds is complex. It requires a deep understanding of risk, compliance and government regulations. Meeting these critical obligations will divert attention from your investors and growth, and the risks associated with getting it wrong are only increasing.

Through our unique trustee cloud infrastructure, we enable our clients to focus on what they do best, assured in the knowledge we're focused on what we do best – trusteeship. Sargon is first, and foremost, a trustee.

Licensed for trusteeship

In Australia, Sargon is a Registrable Superannuation Entity (RSE) licensee, which allows us to issue APRA-regulated superannuation funds, small APRA funds, approved deposit funds and pooled superannuation trusts. We also hold a KiwiSaver Supervisor licence in New Zealand and are licensed as a trustee of occupational retirement scheme ordinance (ORSO) trusts in Hong Kong.

Trustee responsibilities

As trustee, we're responsible for the compliant operation of funds. This includes: regulatory governance and compliance; appointment and oversight of service providers; collaboration with managers to design asset allocations; approval and facilitation of member redemptions; approval of product disclosures and marketing activities; liquidity management; and regulatory and tax authority engagement.

Trustee cloud infrastructure

Our trustee cloud brings together a unique and powerful combination of modern technology, financial licences and industry experts so our clients can focus on what matters most – their investors and growth. We provide a radically better experience, delivering transparency, control and more scalable and reliable operations. We reduce cost and complexity, and help to improve investor literacy and outcomes.

Expert services enhanced by modern software and robust service level monitoring

Sargon has assembled a team with deep industry and technology expertise. And we’re on a mission to help our clients build better funds. Through our trustee cloud infrastructure, we’ve reimagined how funds can be operated in a dynamic, highly regulated environment. We’re not burdened by old systems, or a culture that has failed customers. We’re purpose-built to serve members’ best interests, so funds can focus on growth, engagement and better outcomes.

  • APIs, tools and cloud-based software, to rapidly launch, operate and grow funds.
  • A collaborative workspace providing a single, seamless interface.
  • Automation of manual and repetitive tasks.
  • Streamlining workflows and proactive notifications when action is required.
  • Machine learning to monitor regulated fund information, in real time, 24/7.
  • Digital advice to improve financial literacy, engagement and outcomes.
  • Developer platform to help build a seamless customer experience.
Insights

Learn how technology can power your compliance

2019 will go down as a landmark year for financial services in Australia, including superannuation. The Royal Commission highlighted many shortcomings, creating a new operating environment that demands increased transparency, regulation and greater emphasis on compliance.

Privacy laws apply to our handling of personal information and we collect, use and disclose your personal information in accordance with our privacy policy.

$50+ billion

Assets powered by Sargon

250,000+

Investors powered by Sargon

100+

Institutions powered by Sargon

3 AU, HK, NZ

Regulated jurisdictions