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What's an advice appointment with Australian Retirement Trust?

There are different options for superannuation advice in Australia. Personal financial advice is when a financial adviser from Australian Retirement Trust helps you with tailored superannuation advice about your ART account to reach a certain goal.

You can get financial advice on your superannuation with ART as part of your membership1 with us. It can help with putting together a strategy to grow your super tax effectively, plan for retirement, and manage your income in retirement.

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Only need simple super advice?

Call us on 13 11 84 for simple super advice on your ART account and questions about:

  • Investment options for your account
  • Adding extra money to your super
  • Insurance cover through your super
  • Getting a regular income from super in retirement and more

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What can I expect from my advice appointment?

You'll talk about your financial situation and retirement plans with an Australian Retirement Trust adviser over the phone.

They’ll spend the time getting to know you and what’s important to you. Understanding who you are and what your desired retirement lifestyle is will help your financial adviser make recommendations to suit your needs.

It’s also a great time for you to ask questions, so don’t hold back.

Using this information, the financial adviser will then create a personalised plan about your ART account with clear steps to help you achieve your financial goals.

After your appointment, you’ll receive a Statement of Advice with the financial adviser’s recommendations about your ART account. It’ll be easy to understand and put into action.

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How can I prepare for my financial advice appointment?

A financial adviser from Australian Retirement Trust will call you on the phone number you provided at your chosen time. You should set aside about one hour for the appointment.

If you want to gain the best quality advice, be sure to come prepared. Giving correct information about your situation will allow our financial advisers to give the best possible advice to meet your needs.


List your financial goals

Think about what you’re trying to achieve. Do you need financial advice for early retirement? Perhaps you want help with growing and investing your super?


Complete pre-appointment questionnaire

Please complete and return the client questionnaire you got with the email confirming your appointment. This will give the financial adviser a clearer understanding of your situation and needs. It also leaves more time during the appointment to talk about the topics that matter most to you.

If you're unsure about any question, leave it blank and we can discuss your answers during your appointment.


List your current finances

This includes your assets including super balance, income, debt, and expenses.

Ready to speak with a financial adviser?

Do you want to feel more confident about your retirement plans? Our financial advisers are here to help you.

The cost of advice about your Australian Retirement Trust account is included with your membership.1

Just fill in your details to request an appointment with an Australian Retirement Trust financial adviser.

What would you like to talk to us about?

1. 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 Australian Retirement Trust. SFS is a separate legal entity responsible for the financial services it provides. Eligibility conditions apply. Refer to the Financial Services Guide (FSG) for more information.