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Automic fund administration leverages market leading technology and dedicated onshore support to deliver exceptional service standards.
Our service is backed by best-in-class technology and supported by a team with significant knowledge and experience.
End-to-end fund accounting across unit pricing, Tax and financial statement preparation.
A unified workflow with our fund registry platform for frictionless user experience and maximum efficiency.
Onshore experts delivering timely, responsive support for NAV enquiries and operational support.
End-to-end IPO support including shareholder onboarding, application portal and website setup, investor engagement, and assistance throughout the ASX listing process.
Outbound and inbound shareholder engagement, scheme vote tracking, proxy advisory engagement.
Bidder management services, assistance with efficient dispatch of the offer, acceptance management and reconciliation, shareholder engagement, timely reporting for ASX reporting requirements.
Capital raising support services, facilitating CHESS settlement, and share issuance.
Application reconciliation and reporting, shareholder engagement.
Buyback support services, online application portal and processing, reconciliation, share cancellation.
Beneficial holder analysis and insights, identification of voting power and crossover shareholders, reconciliation for accelerated entitlement offers
Accurate share split/consolidation reconciling and distributing capital return payments to shareholders.
Timetable review, shareholder communications, share issuance and ASX reporting.
We manage and record every transaction across your investment portfolios, including:
End-to-end reporting that ensures compliance and transparency:
Streamlined liaison and filings to meet tax obligations:
Seamless back-office operations to free up your time:
Enhance your registry management with real-time reporting, automation, and improved data accuracy—delivering a market-leading experience.
Streamline fund management with cloud-native technology, automation, and real-time reporting for seamless transaction handling and ownership tracking.
Empower employees and boost engagement with integrated share plan technology, supported by our expert team working as an extension of yours.
Automic's market-leading IPO services were trusted by 65% of IPOs in 2024. Our expert team ensures a seamless and successful IPO process.
Automic are at the forefront of technological innovation for the registry offering in Australia. The combination of traditional with digital is ideal for Wingate and our investors, in a highly regulated environment.
Nanuk is very happy to be partnered with Automic as the registry for our dual-access ETMF quoted on ASX. Automic provides a seamless service for Nanuk, whether flows are on or off market.
Our streamlined transition process guarantees minimal disruption as our team handles data migration, onboarding, and system integration.
Our robust and secure process ensures a smooth transfer of your existing fund data, maintaining accuracy and compliance throughout.
We offer comprehensive training and support to ensure your team effectively utilises our platform and realises its full potential.
Our team will coordinate with your current provider, investors, and regulators, making the transition process seamless.
With years of industry experience, we have successfully transitioned numerous funds to our platform, establishing ourselves as the trusted choice for Australian fund managers.
Automic’s Fund Administration encompasses transaction recording, NAV and unit-price calculations, financial and regulatory reporting, audit & tax support – ensuring your fund operates smoothly and compliantly within the Australian regulatory framework.
We cater for listed and unlisted funds, private equity, real estate trusts, multi-series vehicles and partnership structures, delivering tailored accounting and reporting services for each fund’s unique requirements.
At Automic, our fund administration and registry teams operate as a unified service, ensuring seamless coordination across all aspects of your fund's operations. This integrated model eliminates silos and reduces friction. Managers benefit from access to a dedicated portal that serves as a single point of engagement.
Automic’s fully on-shore, end-to-end model pairs seasoned Australian specialists with automated workflows, ensuring precise NAV calculations, transparent reporting and swift responsiveness. With deep local expertise, rigorous quality controls, and personalised support, we help ensure full ASIC and ATO compliance, empowering you with clear insights and confidence at every stage.
We coordinate with auditors to complete annual audits, provide detailed tax-obligation data to tax advisers and handle BAS & IAS lodgements, minimising your administrative burden and risk.
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Liability limited by a scheme approved under Professional Standards Legislation. Practitioners employed by Automic Finance Pty Ltd are members of the scheme.