How to open an account

How to open an account

Create your future

Whether you want to set up a CareSuper Pension, Transition to Retirement Strategy or a Guaranteed Income account, opening an account is easy.

Let’s get started.

How to set up a transition to retirement (TTR) account or a full Pension account

Apply using the Pension application form

Complete the Pension application form and post it back to us with a copy of your certified ID.

Download the application form from the Pension Guide PDS (you’ll find the form at the back of the PDS).

How to complete your CareSuper Pension application form
Need help reviewing your completed Pension application form for a TTR or pension account with CareSuper?
Our friendly Retirement Specialist can help ensure your application process is as smooth as possible.

Apply in MemberOnline

If you’re a current CareSuper member you can apply for an account through MemberOnline.

Head to the ‘Retirement planning’ section accessible via the top right-hand corner of the dashboard, and you should see the option to ‘Open an account’. If you need help, call us on 1300 360 149 or request a call back.


How to set up a Guaranteed Income account

The first step is to meet with a CareSuper financial planner so they can help calculate exactly what you need and give you a quote for what payments you can expect from your account.

Once you’ve decided with your planner to open a Guaranteed Income account, they’ll walk you through the next steps and help you submit the application.

Contact us to book an appointment.

Let’s make a plan
Have your super do the hard work, so you don’t have to. Our retirement strategies and investment and income choices combine to fund your lifestyle goals.

Explore your choices with a financial planner.