Integrated Advisory (IA) specialises in assisting clients implement, execute and deliver complex acquisitions and divestments. Recent engagements have included the divestment by AMP Ltd of AMP Life Ltd to Resolution Life and the divestment by Westpac of BT's Advance Asset Management business to Mercer (Australia). Our proven methodologies streamline transitions, mitigate risks, and ensure regulatory compliance, enabling smooth integration or separation of the businesses. Whether navigating intricate corporate structures or aligning operational frameworks, we deliver tailored solutions that support your strategic objectives.

IA is highly experienced in supporting investment managers, superannuation funds, and custodians through the design and execution of large-scale asset transitions and portfolio restructures. These programs often arise from investment strategy changes, SFTs, mergers, or cost optimisation initiatives — and demand a high degree of precision, coordination, and market insight. Our team brings deep expertise in transition management, investment operations, program execution, and risk management to deliver efficient, low-risk transitions while ensuring investment integrity and equity is maintained throughout.

IA has demonstrable experience in assisting asset managers, asset owners, and platforms implement a change in custodian and/or fund administrators. Our comprehensive approach encompasses strategic planning, meticulous data conversion, and seamless integration, ensuring minimal disruption to your operations. By collaborating closely with your team, we tailor solutions to meet your specific needs, facilitating a smooth migration and enhancing your operational efficiency.

We provide tailored advisory, execution, and technology solutions to help businesses successfully navigate complex data migration and transformation initiatives. Our comprehensive approach ensures minimal disruption, improved data integrity, and enhanced operational efficiencies.

We've assist clients migrate their registry services to many of the leading providers in Australia including Apex, Boardroom, Link, IRESS, and SS&C. IA’s methodical approach minimises downtime and safeguards data integrity throughout the process. By leveraging our in-depth understanding of registry systems, we provide tailored migration strategies that optimise your workflows and enhance client satisfaction.

IA is an industry leader in assisting clients execute large scale asset transitions and/or superannuation successor fund transfers (SFTs) or intra-fund transfers (IFTs). Our robust frameworks and proprietary transition tools, reduce complexity and enhance transparency, ensuring member equity is maintained and providing clear pathways for decision-making and implementation. Recent engagements have included SFT of BT Super members to Mercer Super, the consolidation and simplification of AMP's super business via series of SFT's and IFTs.

Integrated Advisory provides comprehensive support for system re-platforming across the investment management and superannuation industries. With deep expertise across front, middle, and back-office systems, we help organisations modernise their technology landscape—enhancing operational efficiency, improving data quality, and ensuring scalability for future growth.

Effective testing is critical to the success of change programs, whether delivering new platforms, product changes, or regulatory compliance. IA brings deep expertise in defining and executing robust testing strategies tailored to the needs of investment managers, superannuation funds, and their service providers. We support clients across the full testing lifecycle — from test planning and stakeholder engagement through to execution, automation, and post-implementation validation. Whether it's a platform transformation, data migration, or service provider changes, our structured and risk-aware approach reduces defects, avoids member or investor impact, and ensures regulatory confidence.