For Advisers
We share your dedication to your clients' financial wellbeing, which is why we're eager to join forces. Experience the CareSuper advantage with personalised service, strong long-term performance and industry-rated products.*
How to gain access to your clients' account
Write to us
Complete our Authority to access information form or use your own form. Remember to provide a copy of your client’s ID to support this request.
Need access quickly?
Your client can call 1300 360 149 and select option 4. Once a security check is completed, we can share relevant details with you over the same phone call, or you’ll be granted authority to access their account for 24 hours.
Personalised support that goes beyond
Experience the difference in our commitment to personalised one-on-one service. Our dedicated Business Development Managers are here to share industry best practice and guide you through your interactions with CareSuper.
Stacey Mitchell
Gordon McNaught
Bigger and better for you and your clients – our members
In June 2023 CareSuper and Spirit Super signed a joint agreement to merge. Our merger is on track to take effect on 1 November 2024. The combined fund will continue to be called Care Super and will become a fund with 573,000 members, and almost $53 billion funds under management, and will have greater scale to deliver even better retirement outcomes and benefits for our members.
The following FAQs are designed to support you and your advice during the transition.
The merger will enable us to use our scale to deliver even greater products in the future, services and experiences for you and your clients.
- Read copies of the Super, Pension and Transition to Retirement Significant Event Notices (SENs) and the supporting detail on the Member Merger hub
- Complete any transactions before the start of the limited-service period (LSP) on 22 October 2023.
If you anticipate your client may need to transact during our LSP, please contact your BDM (their details can be found below).
To facilitate the merger a Limited-Service Period (LSP) will be in place from 22 October to 21 November 2024. This will allow time for member account details, data and administration services to be transferred to the merged fund. During this time there will be some scheduled distruption to processing that we’re working hard to keep to a mininum, read more about the service transition period.
Please get in touch with your CareSuper BDM who will be able to work with you and your team.
*SuperRatings SR50 Balanced (60-76 Median) Index, June 2023.