Your financial advice options
Whether you have a question about your Australian Retirement Trust account or need help with more complex financial planning strategies, we can help.
Depending on your stage in life and confidence level with your super, we suggest:
1. Understand the basics
Financial tools and resources that could answer your questions.
Tools & calculators
Feeling on top of your future starts with being on top of your super. Try our range of calculators to help you make the most of your super and see what your future could look like.
Visit our education hub
Plan and manage your retirement with ease with our range of articles, podcasts, webcasts and more to help you understand the world of superannuation.
See our upcoming seminars and events
As a fund that works for members, not shareholders, we want to help you understand your super and be retirement ready. See our upcoming schedule of webcasts and seminars!
Or call us for general
on 13 11 84
8.00am - 6.30pm (AEST) Monday to Friday
When overseas +61 (07) 3333 7400
2. Schedule a call with a financial adviser
Personal financial advice about your Australian Retirement Trust account could help you get your super on track so you can live your retirement dreams.
- Speak with a qualified Australian Retirement Trust financial adviser.
- Receive personal financial advice tailored to your situation and goals
- Advice about your Super Savings Account is included with your membership1.
Reviewing your investment strategy
Growing your super balance
Accessing your super
Understanding your insurance options
Projecting if you're on track for retirement
Transitioning to retirement
Using your Australian Retirement Trust Super Savings account in retirement
Managing your Australian Retirement Trust Super Savings account and income through retirement
Understanding how the age pension works
If you need financial advice about more than just your super, we can refer you to an accredited financial adviser we have included on our National Advice Panel. Our panel comprises carefully selected and appointed adviser practices, located across the country, based on our trust in the expertise, experience, approach and ability to provide our members with valuable comprehensive financial advice.
We can also work with your own financial adviser to make the most of your super achieve your dreams in retirement.
3. What to expect from an advice appointment
The next step in feeling on top of your super.
Follow these steps to prepare so you can make the most of your appointment.
Australian Retirement Trust has established a panel of accredited external financial advisers who are not employees of Australian Retirement Trust. Australian Retirement Trust is not responsible for the advice provided by these planners and does not receive or pay any referral fees. These advisers will explain to you how their advice fees are determined.
1. Sunsuper Financial Services Pty Ltd (ABN 50 087 154 818 AFSL No. 227867) (SFS) is a separate legal entity responsible for the financial services it provides. Eligibility conditions apply. Refer to the Financial Services Guide for more information.