For Advisers

For Advisers

Your clients. Our members. Together is super.

We share your dedication to your clients' financial wellbeing, which is why we're eager to join forces. Experience the CareSuper advantage with personalised service, strong long-term performance and industry-rated products.*

Why advisers choose CareSuper
Personalised service
Our dedicated BDMs leverage their extensive industry experience to collaborate closely with you and your teams, delivering personalised outcomes and enhancing practice efficiencies.
Top performer
Empower your clients to retire confidently with our strong long-term performance, ensuring they retire with greater financial security.*
Industry recognised
We have consistently received SuperRatings top ratings and our multi-asset investment options are 'Recommended' by Lonsec.

How to gain access to your clients' account

Write to us

Complete our Authority to access information form or use your own form. Remember to provide a copy of your client’s ID to support this request.

Need access quickly?

Your client can call 1300 360 149 and select option 4. Once a security check is completed, we can share relevant details with you over the same phone call, or you’ll be granted authority to access their account for 24 hours. 

Personalised support that goes beyond

Experience the difference in our commitment to personalised one-on-one service. Our dedicated Business Development Managers are here to share industry best practice and guide you through your interactions with CareSuper.

 

Stacey Mitchell

Business Development Manager - Advice (VIC/TAS/SA/WA)

Gordon McNaught

Business Development Manager - Advice (NSW/ACT/QLD/NT)
Resources to support your advice
We value the role financial advisers play in shaping our members' retirement outcomes. That’s why we’ve got everything you and your clients may need, all in the one place.
Discover the strength of partnership with CareSuper
Benefit from personalised one-on-one service and find out how our investment philosophy, products and resources can assist you and your clients in achieving their financial objectives.

 

 

*SuperRatings SR50 Balanced (60-76 Median) Index, June 2023.