Financial advice options

We offer access to a range of financial advice options1

Super advice1

Whether it’s understanding how to invest your super to suit your needs or making extra contributions in a tax effective way, we’re here to help. Everyone’s financial journey is different, which is why you can access a range of financial advice options1, and find the advice that’s right for you.

Personal advice options1

If you’d prefer to speak with someone to help you better understand your super, or even for broader financial advice, you can access advice to help you every step of the way.

Simple super advice2

AustralianSuper members can access over the phone generic, and simple advice related to their account, such as:

  • making an investment choice
  • adding extra to your super
  • personal insurance options
  • retirement income options3.

To get started, call us on 1300 300 273

Comprehensive financial advice1

For more tailored and comprehensive advice, you can access a meeting with a professionally qualified financial adviser either face-to-face or via secure video link from home.

Examples of comprehensive advice include:

  • Complex super matters
  • Investments
  • Detailed retirement plans.

Register your enquiry using our Get Financial Advice Tool, and one of our AustralianSuper team members will be in touch to arrange a meeting.

Understand the costs

Simple super advice2

Most over-the-phone advice about your AustralianSuper account is included in your membership, at no additional cost3.

Call us on 1300 300 273

Comprehensive financial advice1

Your first meeting with a professional qualified financial adviser is complimentary and focuses on understanding your personal financial circumstances and what’s important to you. No personal financial advice is given in this first meeting.

If you choose to go ahead with personal financial advice, a one-off fee for preparing a personalised Statement of Advice (SOA) will be agreed on in writing. This cost can vary based on the nature and complexity of the advice and will be agreed upfront in writing.

For advice related solely to your AustralianSuper account, you can opt to pay from your super account or via credit card/BPAY.

Refer to the Access advice fact sheet for more information about potential fees for simple and comprehensive advice.

What to expect when getting comprehensive advice

Before your first meeting with an adviser, think about your future goals and the kind of lifestyle you want in retirement.

Your first meeting

In your first session, you'll discuss your personal needs, financial circumstances and goals. This helps determine the kind of advice you need. No personal financial advice is given.

Agree to proceed

Before your adviser proceeds with your plan, they will discuss and agree any costs involved. If you agree, you can proceed to have a plan prepared.

Research and develop a plan

Your adviser will use the information you provided and discussed to develop a financial plan (Statement of Advice) that outlines strategies to help you achieve your goals.

Presenting the SOA

Your adviser1 will then present the SOA to you and help you understand how their recommendations align with your goals. They’ll also answer any questions you have.

Implementing the recommendations

When you’re comfortable with the advice and the plan, your adviser1 will implement the recommendations and keep you informed throughout the process.

More information

You can download our Access Advice with AustralianSuper fact sheet for more information.
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Get access to Financial Advice

Register your enquiry and one of our AustralianSuper team members will be in touch to arrange a meeting with a financial consultant.

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