Licensees and financial advisers are responsible for complying with the reporting requirements within our TMD. It is our expectation that Licensees will provide the required reporting on behalf of all advisers authorised under their AFSL. However, if you are an Authorised Representative and your Licensee is not registered with AustralianSuper you may need to provide this yourself.
Personal information about the client should not be included in any reporting provided. Where this is not possible, please redact or de-identify the information.