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Investments

Our investment approach — built to support your advice

At CareSuper, we give advisers the tools to help clients create retirement income strategies that suit their goals. Our solutions include a range of investment options, with full Lonsec and Zenith reports available from your Business Development Manager.

 

Direct Investment option

Clients can also choose the Direct Investment option (DIO), giving them the flexibility to select and manage specific investments directly, while still benefiting from CareSuper’s retirement income framework and adviser support.

 

Responsible investing

Environmental, social and governance (ESG) considerations are integrated into our process where they are financially material. This helps us better manage risk and, in certain circumstances, enhance long-term returns for members.

For more information visit our Responsible investing page.

 

Quick links/downloads

 
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Your client can complete our Authority to access information form or use your own form. Email the completed form to [email protected].

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Your clients can call 1800 005 166 to authorise you. They'll just need to provide your business name, AFSL and contact details.

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Personalised support that goes beyond

Our dedicated Business Development Managers are here to share industry best practice and guide you through your interactions with CareSuper.