Financial advice request
Requesting a call back for a member or non-member.
Whether you’re an AustralianSuper member or not, we have a range of advice options to help you achieve your best possible retirement outcome.
Getting Advice through AustralianSuper
| What advice options are available? | Member | Non member |
|---|---|---|
| General advice1 - website | Yes | Yes |
| Simple super advice1 via phone / FEAT | Yes | No |
| Comprehensive financial advice2 in person (fee applies) | Yes | Yes |
Advice Options available
General Advice
General information or advice is available on our website for free, including in factsheets and brochures and some on-line calculator tools. This general information is not tailored to members or prospective members’ personal circumstances.
Simple super advice1 – over the phone (FEAT)
Where appropriate, members can receive some simple, personal advice relating to their AustralianSuper accounts over the phone.
This advice is provided by the Financial Education and Advice team (FEAT) licenced by MUFG Retire360 Pty Limited who partner with AustralianSuper to provide Phone Advice. Most of the advice provided is at no additional cost to the member. Some simple, personal advice like transitioning to retirement options or starting an income stream in retirement may be subject to a small fee. This is discussed before any work is started and agreed with the member before the adviser goes ahead.
Comprehensive financial advice2 – in person
Financial Planners can help members and non-members by providing comprehensive, personal financial advice.
There are financial planners employed by AustralianSuper and licensed by Industry Fund Services3 (IFS) who provide this service. They are located in Perth, Brisbane, Sydney, Canberra, Hobart, Adelaide and Melbourne. They can meet in person, over the phone or via a video meeting. The first meeting is complimentary and general in nature. At this meeting, if personal financial advice is appropriate the planner will give a quote to prepare comprehensive financial advice and the member or non-member can decide whether to proceed.
AustralianSuper also has a network of registered, external financial planners who help members and non-members with more complex personal advice needs.
Pay for advice with super
With the member's approval, the fee for advice relating to their AustralianSuper account may be deducted from their AustralianSuper account subject to eligibility criteria.
Further information about AustralianSuper advice options available can be found here.
- There’s no charge for general advice about your super account. The financial advice you receive will be provided by MUFG Retire360 Pty Limited ABN 36 105 811 836, AFSL 258145 and will be their responsibility. Personal advice provided may attract a fee, which will be outlined before any work is completed and is subject to your agreement.
- Personal financial product advice is provided under the Australian Financial Services Licence held by a third party and not by AustralianSuper Pty Ltd. Some personal advice may attract a fee, which would be outlined before any work is completed and is subject to your agreement. With your approval, the fee for advice relating to your AustralianSuper account may be deducted from your AustralianSuper account subject to eligibility criteria.
- AustralianSuper has engaged Industry Fund Services Limited (IFS) ABN 54 007 016 195, AFSL 232514 to facilitate the provision of financial advice to members of AustralianSuper. Advice is provided by financial advisers who are Authorised Representatives of IFS. Fees may apply. Further information about advice services is in the relevant Financial Services Guide, available by calling 1300 138 848. IFS is responsible for any advice given to you by its Authorised Representatives.