SUPERANNUATION

Your advice options

You can never have enough good advice, but knowing what type of advice best fits your needs is an important step in the financial advice journey. From general advice to Retire Ready meetings and phone-based advice to comprehensive advice, the choice is yours.

Call us today

GENERAL ADVICE

What is general advice?

It's a great way to find out more about your benefits, rates and rules, and investments related to your super. 

Just remember, general advice doesn’t take your goals, personal/financial circumstances or retirement needs into account.

Who is it best suited for?

Not sure where to start? How about a general understanding of where things are at with your super, insurance and investments?

How much does it cost?

Offered at no cost to you—no hidden fees, commissions or commitments.

Want general advice? 

Give us a call on 1800 555 667, or ask us to call you. We're happy to have a chat.

Request a call back

RETIRE READY MEETINGS

What are Retire Ready meetings?

This means a one-on-one Retire Ready meeting with a Retirement Consultant, where you can receive general advice.

Retire Ready meetings are designed to give the information and support to help you understand your options, as you approach retirement.

Who is it best suited for?

Retiring in the next five years? Get clarity on your income options, and how to take advantage of age-based super rules while still working.

How much does it cost?

Offered at no cost to you—no hidden fees, commissions or commitments.

Want a Retire Ready meeting?

If you’re looking to retire in the next five years or have already retired, then a Retire Ready meeting is a great option.

Find out more

PHONE-BASED ADVICE

What is phone-based advice ?

It’s all about getting targeted, personalised advice on how to maximise your super. It’s a great way to get a pre-retirement health check, Transition to Retirement advice, simple retirement advice, investment choice advice, contribution strategy advice, insurance advice and contributions advice.

Who is it best suited for?

It’s for those wondering: ‘Am I making the most of my super?’, ‘Is my super invested in the right strategy?’ or ‘Is my super on track?’

How much does it cost?

Often offered at no cost to you—no hidden fees, commissions or commitments.

Want phone-based advice?

Give us a call on 1800 555 667, or ask us to call you. We're happy to have a chat.

Request a call back

COMPREHENSIVE ADVICE

What is comprehensive advice?

This is all about personal financial planning, where you will receive advice that takes your full financial picture, including investments outside super, into account.

Who is it best suited for?

If you’re looking for tailor-made advice, look no further than comprehensive advice. We have partnered with senior financial advisers to help you meet your goals.

How much does it cost?

Your first meeting is complimentary, with a fee-for-service model applying after that—meaning no surprises.

Want comprehensive advice?

Give us a call on 1800 555 667, or ask us to call you. We're happy to have a chat.

Request a call back

USEFUL RESOURCES

Forms and fact sheets

More forms

Looking for a different form? Visit our Resource Centre to find more forms.

More forms

More fact sheets

Looking for a different fact sheet? Visit our Resource Centre to find more fact sheets.

More fact sheets

SUPPORT

We're here to help

Already a member?

Log in to access your super or retirement account and sort your super online.

Log in now

First time logging in?

Get set up in a few simple steps and access your online account.

Register for online access

Got a question?

Call us on 1800 555 667 or email us and we'll get back to you.

Email us

Want super on the go?

Download the Super Tracker App on the app store or on Google Play.

Download on the App store

Want us to call you?

Simply fill in the form below and we’ll give you a call back.

 

Please note that it may take us up to three days to respond to your request and we will do our best to respond within the time frame you’ve specified above. We’ll only use this information to contact you in relation to this request. If we can’t reach you by phone, we may use the email address supplied to get in touch. Read our Privacy Policy.