With 3.3 million members and over $315b in funds under management, AustralianSuper is the largest superannuation fund in Australia.
How Advice SA can help AustralianSuper members
Given it’s multi-industry focus and the sheer scale of its membership base, AustralianSuper members have arguably one of the broadest range of advice requirements of any fund. Advice SA’s Advisers are licensed and experienced in all facets of advice from investment choice (including Member Direct) and insurance advice, to transition to retirement and full retirement planning. To date, Advice SA has provided advice to hundreds of Australian Super members.
Advice SA can provide advice on the following AustralianSuper products:
Superannuation | Retirement Income streams | Insurance within superannuation |
---|---|---|
• AustralianSuper Plan • AustralianSuper Personal Plan • AustralianSuper Select • Super Options | • Choice Income • TTR Income | All insurance options |
Common areas we provide advice to AustralianSuper members include:
- Retirement Planning
- Investment Choice
- AustralianSuper Member Direct investment advice
- Contribution Strategy
- Insurance
- Transition to Retirement
- Income stream structure and establishment
- Superannuation re-contribution
- Wealth management
- Estate Planning including reversionary considerations for income streams
- Aged Care
- SMSF wind down