Open a new account for your client
If you need to open an accumulation, Transition to Retirement (TTR) or account-based pension (Choice Income account) for your client, you can either:
- Complete the online join form, or
- Complete the join form at the end of the relevant PDS for Accumulation, Choice Income or TTR Income, scan and upload to the Adviser Portal. Ensure the file size does not exceed 3MB per file.
- Your client’s application will be processed within 10 business days from receiving your email. You’ll be notified of your client’s member number once the account is opened and their account will also be uploaded to the Adviser Portal within 72 hours.
You can open an accumulation, account-based pension (Choice Income) or Transition to Retirement (TTR) accounts for your client using the online join form in the Adviser Portal.
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PDSs with join forms
Personal Plan Product Disclosure Statement
For members who do NOT want default insurance, or who are self-employed as sole traders or as a partner in a partnership, or who are not currently in paid employment or who are retired. This division does NOT include default insurance. If your client needs default insurance cover, please consider AustralianSuper Plan.
AustralianSuper Plan Product Disclosure Statement
Our largest division is open to full-time, part-time and casual employees of any industry and default insurance automatically applies. If you client does NOT want default insurance, you should consider Personal Plan.
AustralianSuper Select Product Disclosure Statement
For people working for employers who provide tailored insurance arrangements as part of their employment benefits.
Super Options Product Disclosure Statement
For people working for employers who provide Income Protection as part of their employment benefits.
GHD Superannuation Plan Product Disclosure Statement
For GHD employees.