Resources for Advisers

Your clients. Our members. Super together.

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 performance1 and industry-rated products.

 

Super together

Together, we’re super

Choose confidence. Partner with CareSuper for competitive fees and returns, exceptional service, and dedicated experts with a real care for you and your clients – our members.

Investment performance

Years of strong performance

Our strong long-term performance helps your clients retire with more confidence.

Industry recognised

Industry recognised

We consistently receive top ratings from independent ratings agencies. Our multi-asset investment options are rated recommended by Lonsec, and Recommended and Highly Recommended by Zenith.

How to gain access to your clients’ accounts

Write to us

Your client can complete our Authority to access information form or use your own form. If you’re using your own form, remember to provide a certified copy of your clients’ ID to support this request and email the completed form to [email protected].

Need access quickly?

Your client can call 1800 005 166 and advise us that they authorise you to access information on their behalf. Your client will need to provide us with your business name, AFSL and contact information.

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

Stacey Mitchell

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

0482 163 693 stacey mitchell
Gordon McNaught

Gordon McNaught

Business Development Manager – Advice (NSW/ACT/QLD/NT)

0482 186 173 gordon mcnaught

CareSuper and Spirit Super Merger

On 1 November, CareSuper and Spirit Super merged to create a new fund that will continue to be called CareSuper. The new fund, with more than 573,000 members and over $53 billion in funds under management, brings together the best CareSuper and Spirit Super have to offer in value and experience.

Our increased scale and capability mean you and your clients will benefit from competitive fees and returns, exceptional service and dedicated experts with real care for you and your clients.

The following FAQs are designed to support you and your advice during our transition.

 

The merger will enable us to use our scale to deliver even greater products, services and experiences in the future, for you and your clients.

  1. Read copies of the Super, Pension and Transition to Retirement Significant Event Notices (SENs) and the supporting detail on the Member Merger hub.
  2. Complete any transactions before the start of the Limited Service Period (LSP) on 22 October 2024. If you anticipate your client may need to transact during our LSP, please contact your BDM (their details can be found below).

To facilitate the merger a Limited Service Period (LSP) will be in place from 22 October to 21 November 2024. This will allow time for member account details, data and administration services to be transferred to the merged fund. During this time there will be some scheduled disruption to processing that we’re working hard to keep to a minimum, read more about the service transition period.

Unless revoked before 22 October 2024, authorisations will remain in place with no updates required.

We appreciate your dedication to delivering the best retirement outcomes for Australians and we’re excited to continue working closely with you. Our goal is to provide timely service and exceptional products that meet your clients' advice needs, making your work easier. We have dedicated Business Development Managers who are committed to providing you with personalised support and expertise to develop winning strategies for your clients.

Please get in touch with your CareSuper BDM who will be able to work with you and your team.

 

Learn more about what the merger means for CareSuper clients.

 

1The performance figures utilised reflect the performance for the former CARE Super fund investment options pre-1 November 2024. Performance history for Spirit Super investment options prior to 1 November 2024 is available at www.caresuper.com.au.

Resources to support your advisers Lady on laptop

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.

Learn more