Resources for financial planners
Whether your client’s a CareSuper member or you’re looking for information on our products and services, you can find everything you need here.
How to access your client’s CareSuper account information
To gain access to your client’s CareSuper account details, we need their written consent.
They can provide consent in two ways:
- By completing and returning an Authority to access information form, or
- Providing signed authority instructions on your letterhead, by email or post.
To grant you access to the account details as promptly as possible, we require the following regarding the form or authority instructions:
- A copy of your client’s proof of identity must be attached to the form or the authority instructions (this ID doesn’t need to be certified)
- The form is fully completed, signed and dated by your client, and any edits are initialled
- The authority instructions are addressed to CareSuper
- If the authority is to be in place for less than 24 months, you must include the expiry instruction for the authority, signed by the member
- If other staff members within your practice require access, their details must also be included.
Once we’ve received and approved written consent
- The authority will be valid for 24 months (or until revoked in writing or over the phone)
- Your client will also receive a confirmation letter to let them know
- If an expiry date wasn’t specified on the original form or authority instructions, and you and your client want to extend or shorten it, your client will have to send us further instructions.
Statement of Advice wording
Our Statement of Advice wording document is designed to help inform your Statement of Advice when recommending CareSuper as a super fund of choice for your client(s). The information in this document aims to support your investment recommendations and assist you in explaining the benefits of investing with CareSuper.
If you would like a Word version of this document, please contact a member of our Business Development team.
Financial planning fees
We’re currently reviewing how we facilitate advice fee payments from member accounts in response to the Financial Sector Reform (Hayne Royal Commission Response No. 2) Act 2021 (Advice Fees and Independence Act), which commenced on 1 July 2021. We’ll update this page once we know more.
Partnering with CareSuper
If you’re an adviser and you’d like more information about partnering with CareSuper, please get in touch. You can contact our business development team:
Business Development Manager – Advice (NSW/ACT/QLD/NT)
0482 186 173 or [email protected]
Business Development Manager – Advice (VIC/TAS/SA/WA)
0482 163 693 or [email protected]
Head of Business Development
0482 184 162 or [email protected]