Adviser resources

Welcome

You’re here because you’re an AustralianSuper registered financial adviser. We regularly update these pages to include the latest tools and information you need for your clients.

Latest news


Notice of Intent (NOI) and rollover/withdrawal timing - Best practice

To support smooth processing and protect your client’s ability to claim a tax deduction, check the Adviser Portal to confirm the client’s NOI has been processed, before submitting any rollover or withdrawal requests.

This approach ensures contributions are eligible for deduction and avoids delays or unintended tax outcomes.

To find this information, go to your client’s ‘Transactions’ screen on the portal. By choosing the financial year, the description of the transaction will display as ‘Notice of Intention (NOI) tax deduction’ – see below for example:



Uploading forms in the Adviser Portal

You can now upload all your forms directly through the Adviser Portal. If you haven’t already, we encourage you to start using the 'Upload forms' page in the portal for all form and client request submissions. It’s a quicker and more efficient way to get things processed.



FY25 EOFY cut-off dates

We’d like to remind you of the cut-off dates for processing paperwork and online submissions.

Anything received after these dates may not be included in the FY25 financial year accounting period.

AustralianSuper needs to have the funds hit our bank account to be considered as received.


Tips for end of financial year – FY25

As the end of financial year approaches, here are our top tips that could save time for you and your clients.




Open super accounts online

Advisers and public trustee officers can now open super accounts for their clients directly in the Adviser Portal.

Simply select ‘Create a new account > Superannuation’ from the main dashboard page and follow the on-screen prompts.

Once submitted online, the account will automatically be set up. There are no identity verification requirements for super accounts, so this doesn’t apply for the online process like it does for our Choice Income or Transition to Retirement products.

Please note, the process requires downloading a prefilled application form. This doesn’t need to be submitted to AustralianSuper however you’ll need to obtain the client’s signature and keep the signed form on file. Like our other application forms, you may be asked to produce this in future and are expected to do so within five business days.

We’re planning to extend this enhancement to authorised support staff in the future.

 


Choice Income online join via Adviser Portal

There are a few ways to submit a Choice Income application to Adviser Services. The fastest way to open an account is online via the Adviser Portal.

  • Online forms will only proceed with all the required information, reducing the need for unnecessary re-work.
  • Applications are received quicker, so they’re processed promptly by our admin team.
  • Any issues with Electronic ID are identified at lodgement stage and if certified ID is required, this can be sent directly with the application to Adviser Services to avoid delay.

If you need help with lodging an online application, please contact our Adviser Services team.

 


Submitting third party authorities

To ensure a smooth process when submitting your own third-party authority form to AustralianSuper, please follow these guidelines:

  1. Adviser’s email: include email address of the adviser requesting authorisation.
  2. Support staff authorisation: if you’d like your team to assist with client matters, please include a line on your form authorising ‘all support staff’.
    

Our Adviser Services team

Our Adviser Services team includes our Adviser Services Managers, a dedicated group of experienced financial services professionals. They can support you with administrative, product or process queries you may have while working with us.

Contact us

 

    

Our Business Development team

Our Business Development team are Fund and product experts, who are dedicated to developing and maintaining strong, long-term relationships with external licensees and financial advisers. They’ll work with you to ensure you have the right information, tools and support to grow your clients’ savings for a better future.

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