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Advice and planning

Whether you have a straightforward question or more complex financial issues, we have the experience and knowledge to help you plan your future, manage your super and enjoy your retirement.

Advice options

Our qualified financial advisers can provide advice about your Australian Retirement Trust account, quickly and simply over the phone at no additional cost. If your financial needs are more complex, then a face-to-face appointment might be just what you need.

Advice for life events

Life is full of changes – new jobs, buying a home, retrenchment, starting a family and eventually retirement. Financial advice can be valuable at any point in your life. So when things change, or you reach a personal milestone, get in touch. We'll be here to help you make decisions with confidence.

Calculators

Use our calculators to explore your options when it comes to planning for retirement, boosting your super and applying for the right level of insurance cover.

Get the right advice from the start

Expert advice could make a big difference to your lifestyle in retirement. It’s worth a little involvement early on to make sure you’re on track for the future.

See your advice options

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We're here to help

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Rewards

Australian Retirement Trust members have access to offers and discounts on holidays, experiences and every day items.

Choose everyday discounts

When you save on things that matter now, you’ll have more for what matters in the future. Discover the valuable benefits Australian Retirement Trust membership entitles you to.


Australian Retirement Trust employees provide advice as representatives of Sunsuper Financial Services Pty Ltd (ABN 50 087 154 818 AFSL No. 227867) (SFS), wholly owned by the Australian Retirement Trust.