Getting help and advice can help you achieve the lifestyle you want, both now and in the future. Everyone’s financial situation is different, so it can be tricky to know where to start and when to seek help. In this episode, host Shane Hancock chats to Head of Guidance and Advice Ross Ackland to break down the help and advice options available to AustralianSuper members, when to consider seeking advice, and how the financial advice process works.
To learn more about AustralianSuper’s help and advice options, visit australiansuper.com/advice.
If you’d like a different question answered in the podcast about how you could make the most of your super, we’d love to hear from you. Complete the form at australiansuper.com/story.
To find out more about AustralianSuper visit australiansuper.com.
AustralianSuper has engaged Industry Fund Services Limited (IFS) ABN 54 007 016 195, AFSL 232514 to facilitate the provision of financial advice to members of AustralianSuper. Advice is provided by financial advisers who are Authorised Representatives of IFS. Fees may apply. Further information about advice services is in the relevant Financial Services Guide available by calling 1300 138 848. IFS is responsible for any advice given to you by its Authorised Representatives.
Personal financial product advice is provided under the Australian Financial Services Licence held by a third party and not by AustralianSuper Pty Ltd. Some personal advice may attract a fee, which would be outlined before any work is completed and is subject to your agreement. With your approval, the fee for advice relating to your AustralianSuper account may be deducted from your AustralianSuper account subject to eligibility criteria.
There’s no charge for general advice about your super account. The financial advice you receive will be provided by Link Advice Pty Limited ABN 36 105 811 836, AFSL 238145 and will be their responsibility. Personal product advice provided may attract a fee, which will be outlined before any work is completed and is subject to your
agreement.
This may include general financial advice which doesn’t take into account your personal objectives, financial situation or needs. Before making a decision consider if the information is right for you and read the relevant Product Disclosure Statement, available at australiansuper.com/PDS or by calling 1300 300 273. A Target Market
Determination (TMD) is a document that outlines the target market a product has been designed for. Find the TMDs at australiansuper.com/TMD. AustralianSuper Pty Ltd ABN 94 006 457 987, AFSL 233788, Trustee of AustralianSuper ABN 65 714 394 898.
AustralianSuper has over 3.3 million members as at 31 December 2023.
See omnystudio.com/listener for privacy information.
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