Learn about the merger
What’s Australian Retirement Trust's approach to external financial advice?
We're building on a strong legacy of working with advisers to help our members, your clients, truly live well in retirement.
Our offer to partner with financial advisers is built to meet this goal and has not changed since becoming Australian Retirement Trust. We value your hard work, and are committed to providing you with timely service to simplify your work.
There are benefits and services for both you and your clients.
Managing my clients' account
How do my DDO arrangements with Australian Retirement Trust work?
Managing and processing forms
I am an adviser for both funds, where do I send documents/forms
There is no change to the way you submit documents and forms to Australian Retirement Trust. You can continue to follow the same process.
Please note - if you have a client with both a Super Savings account and a QSuper account, you will need to submit forms separately following existing processes.
Third party authorities
Will the authority I have on my clients' Sunsuper account be impacted?
Third-party authorities in Sunsuper were transferred with clients’ Sunsuper accounts to Australian Retirement Trust Super Savings. Members won’t need to do anything for these nominations to continue in Australian Retirement Trust.
Contact information
Will your contact details change?
Sunsuper's phone numbers, post address and physical address have not changed from 28 February 2022. Our website URL has now changed to australianretirementtrust.com.au.
Clients' investments
Will your investment philosophy or returns change?
The Australian Retirement Trust Super Savings investment options have adopted the investment strategy of the Sunsuper investment options. We continue to work closely with research and ratings agencies, and we will keep you informed of any changes.
Clients' insurance
Will my clients’ insurance arrangements change?
Sunsuper members’ insurance arrangements were transferred to Australian Retirement Trust Super Savings accounts. There are no changes to your clients' existing accounts and / or products including:
- Insurance cover
- Investments
- Fees and costs
- Account details (including any beneficiaries and authorities)
- BPAY details
- Contribution arrangements with their employer
- Pension payment amount and frequency (if applicable)
- Defined Benefit entitlements (if applicable)
- Current insurance claims (if applicable)
Clients' fees and costs
Will Australian Retirement Trust have a consistent approach to Advice Fee cap rules from 28 February, for both Super Savings account members and QSuper account members or will they continue to be calculated and applied differently?
We are committed to making it easy for our members to access financial advice. From 28 February 2022, the Super Savings advice fee caps will only apply against your client’s Super Savings account and the QSuper advice fee caps will apply against your client's QSuper account, however this is a consideration for future integration work between the funds.
Licensees
Will Licensees need to sign a new AFSL agreement?
Your existing AFS Licensee Agreement has continued into Australian Retirement Trust Super Savings, however we’ll need to make updates to the agreement and will contact you with further information at a later date. There is nothing you need to do right now.
Read more merger FAQs
Still have questions? You can explore our general merger FAQs below. Otherwise we’re here to help. Request a BDM appointment or call our Adviser Enquiry Line 13 11 84 (Press 4 then 2) (8:00am - 6:30pm (AEST) Monday to Friday).
ALL MERGER FAQS