Client engagement tools

Discover tips and resources to stay up to date, to help you provide the best service and advice to your clients.

Let’s work together

When you partner with AustralianSuper, you’re working with Australia’s largest super fund1 to help get the best possible retirement outcomes for your clients.

  • Partner with us to help your clients make informed decisions with confidence.
  • Browse our resource library for information about our super products.
  • While you’re browsing, check out Member Direct. It’s a self-managed investment option that offers your clients greater control and choice.

Information to share

Help build your clients’ confidence about their investments with our shareable content.

Elements of Retirement

Planning for retirement can be complex. Our ‘Elements of Retirement’ guide will help your clients through each step.

Investment guide

Choosing how to invest in super is a big decision for your clients. The Investment Guide can help make it easier, by taking them through their investment needs, the risks and the options we offer.

Investment strategy and outlook

Download this performance update for a detailed commentary on super and retirement, including trends and forecasts.

PreMixed asset allocation

Help your clients understand their investment portfolio. Take a look at each PreMixed option’s asset allocation, updated quarterly.

Insurance in your super guide

Download this guide for members in AustralianSuper plan, GHD Super Plan, Personal Plan and Super Options.

Fees and costs

Help your clients understand our fees and costs, including how they’re deducted.
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Fact sheets

Looking for more detailed information for your clients? Download a fact sheet to take a closer look.

Find a fact sheet

Get the latest news

If you’re a registered adviser, you’ll automatically receive our regular e-newsletter, ‘Adviser Bulletin’. Stay up to date with changes to investments, insurance, fees and much more.

Set up a new AustralianSuper account

Tip: When applying for a new account for your client, ensure they also complete the Keep your AustralianSuper accounts open form.

Having multiple super accounts can mean more fees, so we try to merge accounts for members. This form helps new applications get processed more easily.

Download the form

Make the most of the Adviser Portal

Use the Adviser Portal to complete key tasks for your clients. Set up client accounts, upload forms, or view and extract key information for further analysis. Get the control and flexibility you need.

Statement of Advice (SOA) wording

Statement of Advice (SOA) wording - pdf, 351KB

AustralianSuper provides this SOA template to advisers to help ensure clarity, compliance and consistency in financial advice, to enhance client understanding and trust.

Download

More for financial advisers

Take a look at the wealth of tools, tips and resources at your fingertips – for you and your clients.

Adviser forms

Browse and download the forms you need, then learn how to submit them.

Products and performance

Help your clients understand all their investment options, and achieve their best financial position in retirement.

Our adviser program

Not sure how AustralianSuper can help you and your support staff? Learn more about our adviser program.
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