Resources to support your advice
Access everything you need to deliver meaningful retirement outcomes for your clients.
Our Statement of Advice wording document 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. If you would like a Word version of this document, please contact your Business Development Manager.
Here’s where you’ll find our latest PDSs and TMDs, forms, factsheets and guides to help you understand our products and services.
Write to us
Complete our Authority to access information form or use your own form. Please provide a copy of your client’s ID to support the 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.
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We offer 12 different investment options, each with different targets for returns 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 client’s financial goals.
Use our investment performance tool to track the latest returns for each of our investment options over various time periods. You can also compare how each of our options has performed against their return objectives and industry median.
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.
Whether your clients are reducing working hours or entering retirement, there are various ways for them to access their super. We're here to help you explore these options, ensuring you make the best decisions for your clients’ retirement needs.
We offer affordable and flexible insurance cover through your clients' super account – helping them (and their loved ones) financially if they become sick, injured, or pass away.
We provide educational resources to empower your clients' financial journey, plus super calculators to calculate future income, check insurance costs, compare funds, and more.
We're here to help you and your clients
Our Business Development Managers are here to share industry best practice and guide you through your interactions with CareSuper.
Stacey Mitchell
Gordon McNaught
Partner with us and rest assured that together, we can help your clients enjoy strong returns and a smoother ride over the long term.
The rating is issued by SuperRatings Pty Ltd ABN 95 100 192 283 AFSL 311880 (SuperRatings). Ratings are general advice only and have been prepared without taking account of your objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and SuperRatings assumes no obligation to update. SuperRatings use proprietary criteria to determine awards and ratings and may receive a fee for the use of its ratings and awards. Visit www.superratings.com.au for ratings information.