Adviser resources


You’re here because you’re an AustralianSuper registered financial adviser. We regularly update these pages to include the latest tools and information you need for your clients.

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The following outlines some useful process and product information to help you in your day-to-day work.


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  • Where can I find AustralianSuper’s product TMDs and learn more about adviser Design and Distribution Obligations (DDO) responsibilities?

    A Target Market Determination (TMD) describes the target market for a financial product and relevant conditions in relation to the distribution of the product to consumers. It also includes the events or circumstances where we may need to review our products and the TMD. You can view AustralianSuper’s TMDs here.

    TMDs are a requirement of the Treasury Laws Amendment (Design and Distribution Obligations and Product Intervention Powers) Act 2019. Read the FAQs to learn about superannuation product design and distribution obligations (DDO) for financial advisers.


  • What are your retirement income products at AustralianSuper?

    If you’re setting up a client to join AustralianSuper, and who’s transitioning to either part or full retirement, they have two choices for an income stream:

    • Choice Income account – for clients retiring and wanting to draw an income from their savings in a tax-effective environment.
    • Transition to Retirement (TTR) Income account – for clients not yet retired and looking to supplement their income by drawing on their super savings.

    Note: Generally, your client will need a $50,000 minimum balance for a Choice Income account and $25,000 minimum for a TTR account. However, where their advice strategy requires a lower starting balance, we may be able to arrange an exception for you. If this is the case, please get in touch to discuss.

    For further details on our retirement product divisions, download the relevant PDS under the All documents tab on this site.

Member Direct

Balance Booster

  • What’s Balance Booster?

    Balance Booster is a tax saving. If the member meets the eligibility requirements, we’ll pass this tax saving on to them. When the member has a super account or TTR Income account, AustralianSuper sets money aside to pay for future capital gains tax when investment assets are sold.  

    When the member moves from a super or TTR Income account to a Choice Income account (account based pension), their balance is transferred to a tax free environment. Assets sold in retirement phase are not taxed, so the amount set aside in the member’s super or TTR Income to cover a future capital gains tax liability can be passed to them as a credit – their Balance Booster payment.

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