Client Service Managers make everything personal
At the heart of member support are our Client Service Managers. Each one has over 20 years of financial industry experience. They are there to provide in-person, online or workplace consultations without cost or obligation.
What our Client Service Managers can help you with
- Choosing an investment option
- Making additional contributions
- Tax efficient super strategies
- Nominating beneficiaries
- Consolidating your super
- Planning for and transitioning to retirement
- Insurance within super – including Death (life) & TPD cover and salary continuance cover.
- Utilising schemes such as the First Home Super Saver Scheme, Downsizer contribution, Co-Contribution Scheme and more.
- Navigating life changes such as divorce, receiving an inheritance, or having children.
And so much more!
Webinars and events for more informed decisions
The more you know, the more your super can grow. Members can attend free webinars or workplace events to improve their decision-making on the financial direction of their super.
Control your super anywhere, anytime with MemberAccess
Our MemberAccess portal or mobile app is a convenient online tool for all your super needs. From managing account services to adjusting your investment strategy, these easy-to-use digital tools put managing your super right at your fingertips.
Special assistance for members at risk
We understand that members may face a variety of challenges, from mental health issues to coping with financial difficulties. Our Client Services team is there to offer assistance through various channels to ensure all members receive the support they need in challenging times.
Feedback and complaints
Your feedback is invaluable to us. We encourage you to learn about our complaint resolution process, as we are committed to continuous improvement and addressing any concerns you may have.
