Resources to support your advice
Access everything you need to deliver meaningful retirement outcomes for your clients.
Resources
Write to us
Your client can complete our Authority to access information form or use your own form. If using your own form, remember to provide a certified copy of your client’s ID to support this request and email the completed form to [email protected].
Need access quickly?
Your clients can call 1800 005 166 and advise us that they authorise you to access information on their behalf. Your client will need to provide us with your business name, AFSL and contact information.
We allow you to deduct advice fees directly from your clients’ accounts. Our fee structure ensures transparency and aligns with industry norms. Download our Pay advice fees from your account form or for more information, please contact your Business Development Manager.
Here’s where you’ll find our latest PDSs and TMDs, forms, fact sheets and guides to help you understand our products and services.
Forms and publications
Our Statement of Advice wording is designed to help inform your Statement of Advice when recommending CareSuper as a super fund of choice for your clients. The information in this document aims to support your investment recommendations and assist you in explaining the benefits of investing with CareSuper.
Contact your Business Development Manager for a Word version of this document.
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Information to enhance your knowledge and client offering
We offer a range of investment options to choose from, each with different return targets and levels of investment risk, plus a Direct Investment Option allowing your clients to invest directly in ASX300, ETFs, Listed Companies and Term Deposits. This variety lets you mix and match your investments to suit your clients’ financial goals.
View our investment options
Visit our investment performance page to track the latest returns for all our investment options across different time periods.
View our investment performance
At the core of our investment approach is our commitment to active investing. This means that instead of investing passively and replicating an index – like the ASX300, our skilled investment managers are actively making decisions to buy and sell investments where they believe there’s potential to outperform the broader market and maximise returns over the long term. By actively managing investments, we’re able to take advantage when markets rise but also protect investments during volatile times. The result? A smoother ride for your clients’ life after work.
Learn more
Whether your clients are reducing working hours or entering retirement, there are many ways for them to access their super. We're here to help you explore these options and make the best decisions for your clients’ retirement needs.
Discover retirement options
We offer affordable and flexible insurance cover through your clients’ super accounts – helping them (and their loved ones) financially if they become sick, injured, or pass away.
Learn more
We provide educational resources to empower your clients’ financial journeys, plus super calculators to estimate future income, check insurance costs, compare super, and more.
Learn more
Industry recognition
Partner with us and rest assured that together, we can help your clients enjoy strong returns and a smoother ride over the long term.
Awards and ratings are only one factor to be taken into account when deciding how to invest your super.
SuperRatings
CareSuper has an agreement with SuperRatings Pty Ltd (SuperRatings) ABN: 95 100 192 283 a Corporate Authorised Representative (CAR No.1309956) of Lonsec Research Pty Ltd ABN 11 151 658 561, AFSL No. 421445 (Lonsec Research) for the provision of research, reporting and marketing services, which permits us to use the SuperRatings logos for marketing purposes. Read about the award methodology at https://www.superratings.com.au/.
CSBA
1CareSuper (Spirit Super) was ranked best in super by Customer Service Benchmarking Australia (CSBA) for the period April 2023 to March 2024. We have an agreement with CSBA for quality assurance and staff training within our contact centre. Awards and ratings are only one factor when deciding how to invest your super. Read about the award methodology at csba.com.au
CareSuper app
Download the CareSuper app and manage your account on the go!
