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Home Support for advisers

Support for advisers

If you’re a financial adviser for a legalsuper member, we're here to help you with any questions you might have. Learn about our Adviser Online, and how to access the information you need.

At legalsuper we encourage our members to seek advice from qualified professional financial advisers. We are committed to acting in our members’ best interests and believe that making it easy for advisers to manage their clients’ accounts is one of the ways we can help members to achieve their financial goals. 

How to access your clients’ accounts 

1. REGISTER AS AN ADVISER WITH US

You’ll automatically be registered as an adviser when you successfully apply for third party authority on a legalsuper member account. You can do this by submitting our third party authority form (below) or your own third party form.  Either form may be emailed to us at mail@legalsuper.com.au

Third party authority (59.78 KB)


2. ACCESS YOUR CLIENTS' ACCOUNTS VIA ADVISER ONLINE

Once we register you as an adviser with us, we’ll send you a link and your legalsuper Adviser Number. You can then create an account for Adviser Online to access your clients’ account details. (See Adviser Online Terms and Conditions


Useful forms for advisers

Third party authority (59.78 KB) Advice fee request (60.8 KB) Agreement for payment of advice fees (56.02 KB) Rollover initiation request (132.9 KB) Join: Pension membership (1.19 MB)


For assistance or more information

Call us on 1800 060 312 Monday to Friday between 8am and 8pm AEST for adviser advice, information or assistance.