• CareSuper and FNZ have partnered to deliver an enhanced Direct Investment Option (DIO) platform.

  • Built on FNZ’s leading wealth management platform, the solution provides CareSuper with end-to-end technology, administration and listed security execution from a single provider.

  • The new partnership brings material feature and capability uplifts for members and unlocks a strong future growth roadmap.

  • The platform build, testing, and the migration of both assets and data were delivered through a streamlined and collaborative implementation.

9 July 2025, Melbourne: CareSuper, an award-winning, profit-to-member national industry super fund, and FNZ, a leading global wealth management platform, have partnered to bring an enhanced Direct Investment Option (DIO) platform to CareSuper’s members.

FNZ’s integrated wealth management platform brings a broad set of operational and technology capabilities, supporting CareSuper’s ambition to increase its presence in a growth market where members want greater choice and a more active role in managing their super. The entire process, including the platform build, testing, and the migration of both assets and data, was delivered through a strong collaborative effort between the two organisations, delivering rapid innovation to the market.

The partnership introduces a unique level of personalisation, catering to individual preferences such as enhanced price alerts, increased flexibility with dividend reinvestment, and more timely allocation and reporting of tax events.

Looking ahead, upcoming developments will include the integration of Morningstar’s award-winning qualitative and quantitative research and insights, further supporting informed investment decisions.

CareSuper’s DIO now leverages FNZ’s deep capability in both the advised and non-advised wealth management sectors, supporting the increasing number of members seeking greater control, flexibility, and choice over how their super is invested, and allowing CareSuper to continually evolve its offering to meet the needs of its members.

FNZ administers more than A$2.6 trillion in client assets, partnering with over 650 of the world’s leading financial institutions, including seven of the largest Industry and Corporate Superannuation Funds in Australia. CareSuper serves more than 575,000 members and manages over A$57 billion in funds under management, with a vision to become Australia’s most trusted partner in retirement confidence.

Jean-Luc Ambrosi, Chief Member Officer of CareSuper, said: “CareSuper and FNZ set a bold implementation target that required an incredibly close partnership and strong project governance structure. From project commencement, a streamlined one-team approach was adopted, underpinned by FNZ’s proven best-in-class delivery model.

This allowed us to deliver a high-quality outcome for our members, in line with the service standards and experience our members deserve.

Anthony Habis, Group Head of Asia Pacific, Middle East and Africa, said: "FNZ is incredibly proud to partner with CareSuper to deliver a market-leading solution which allows us to bring greater value to their members. By combining listed security execution with our cutting-edge technology and administration platform, we’re uniquely positioned to deliver unparalleled value and capability to CareSuper members.

This collaboration advances our mission to make wealth more accessible, affordable, and personalized through innovative technology.