Member Direct investment option

Give your clients flexibility and control with AustralianSuper’s self-managed investment option.

Get started with Member Direct

If your clients want greater flexibility when choosing their investments, explore our Member Direct option.

What is Member Direct?

Member Direct is a self-managed investment option. Your clients can invest in shares, Exchange Traded Funds (ETFs), Listed Investment Companies (LICs), term deposits and cash – all from an easy-to-use online platform.

For an overview of Member Direct, download our guide.

Member Direct investment option guide - pdf, 5.4MB

Download

Why choose Member Direct?

It’s about flexibility, control and choice. Advise your clients on what to invest in, once you understand their risk appetite, unique circumstances and goals.

Make informed decisions

Your client can access real-time trading, market information, independent research and investment tools – with your advice to guide the way.

Change strategy

Tailor your client’s investment strategy by combining the options that work best for them, and change them online when you need to.

Lower costs

There are no set-up costs with Member Direct. Ongoing fees are lower compared to average operating costs for Self-Managed Super Funds.1

Make transactions for your client

Your client can authorise you to view their information or, if they prefer, request access for you to transact on their behalf.

Less paperwork than a SMSF

AustralianSuper will take care of all the administration, compliance and reporting requirements, saving you and your client time.
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Explore investment options

Want to see how Member Direct can work for your client?
Get to know the finer details, from the investment menu to interest rates.

View the investment menu

See what’s on the investment menu and help your client develop an investment strategy that suits them.

Download investment menu

View interest rates

See the current interest rates for the Cash account and term deposits. Just remember, rates shown are gross of applicable tax.

Current interest rates

Timing for term deposits

Need to invest in a term deposit for your client? Investments are made via Member Direct weekly. Requests received before 11.59 pm (AEST/AEDT) on a Thursday, take effect on the Friday (or next business day if a public holiday).

Terms and conditions

Share purchase plans

When managing your client’s account, you can participate in a share purchase plan offered on an existing security within their portfolio.

It can be a great way to purchase additional stock at a discounted rate.

How to apply

If Member Direct is the right option for your client, here’s how to get started.

Is your client a member?

First, make sure your client is an AustralianSuper member with online access to their account. Visit the Find my member number page to check. If they’re not a member, they’ll need to submit a Join application for the relevant division.

Log in to Member Direct

Your client will be invited to join the Member Direct online platform. It’s a separate portal where they can access their investment details and make transactions. They can log in to make transactions via the UBS share trading facility.

Transfer cash to invest

Ask your client to log in to their account and find the ‘Member Direct’ tile. To start investing in the Member Direct investment option, they’ll need to register and transfer a minimum amount2 into their Cash account. It will take two business days before the transfer will be reflected in your client’s Member Direct account.

Forms

Find the forms you need for your clients now, or for easy access in the future.

Find a Member Direct form

More for financial advisers

Now you know about Member Direct, let’s explore more options for advisers and support staff.

Super products

Is your client looking to build their super? Get to know our super products – from how they work to how they perform.

Insurance options

Help your clients with their insurance cover – from Death and TPD to Income Protection.

Our adviser program

What does it mean to register as a financial adviser with AustralianSuper? Discover the benefits of partnering with us.

Adviser resources

Find the information you need – whether it’s a form, fact sheet or the Adviser Portal.
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