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Make informed decisions about your super with access to simple super advice

As part of being with IOOF you have access to Super Advisers who can provide you with simple super advice - at no additional cost. The advice you receive will be delivered as a Statement of Advice with recommendations tailored to your personal circumstances. Our Super Advisers will guide you on how to implement the recommendations so you can plan for and enjoy a comfortable retirement.

Get started by booking an appointment with a Financial Coach who can help you decide if simple super advice is right for you.

Book now

Step 1

The first step is to speak with one of our friendly Financial Coaches who can help you decide if simple super advice is right for you.

Step 2

If you decide you want simple super advice your Financial Coach will connect you with a qualified Super Adviser within the team. The Super Adviser will talk to you about your super and retirement goals and consider an advice solution to meet these goals.

Step 3

At your next appointment the Super Adviser will present you with a Statement of Advice. The Statement of Advice includes recommended actions you can take to grow your super and work towards the retirement you want. Your Super Adviser will then assist you to implement any agreed changes.

Simple super advice might be right for you if:

  • You’d like to understand more about choosing how your super is invested
  • You’re looking to make extra super contributions, and how this can help grow your balance
  • You’re thinking about retirement and would like to understand more about your options

What can our Super Adviser help with?

Our Super Advisers will help you better understand you super, provide specific recommendations and help you implement them. Some of the topics they can help you with are:

Planning for retirement

Understanding your retirement options and putting a plan in place.

Investments

Understanding your investment options and which are best for you.

Contributions

Making additional super contributions and how you can grow your balance.

It's easy to get started

The first step to getting expert help is to book time with our Financial Coaching team for a no-obligation discussion, at no additional cost.

Book now

The Financial Coaches provide financial advice under the Australian Financial Services licence (AFSL) of Actuate Alliance Services Pty Ltd ABN 40 083 233 925 AFSL 240 959 (Actuate). IOOF Investment Management Limited (IIML) ABN 53 006 695 021 AFSL 230524 is the trustee of the IOOF Portfolio Service Superannuation Fund ABN 70 815 369 818 (Fund). Actuate and IIML are both part of the Insignia Financial group of companies, comprising Insignia Financial Ltd ABN 49 100 103 722 and its related bodies corporate (Insignia Financial Group). IIML has an arrangement in place in which Actuate has been appointed to provide general and limited non-ongoing personal advice services (which includes simple super advice) to members of relevant products in the Fund. Neither IIML, nor any other entity within Insignia Financial Group, including any other entity within the Insignia Financial Group that is a trustee for a regulated superannuation fund, is liable for or responsible for any work, action or advice provided by Actuate.

Any advice or information provided to you by a Financial Coach during a super consultation will be of a general nature only and will not take into account your personal objectives, financial situation and needs. Because of that, before acting on any advice provide to you, you should consider its appropriateness to you, having regard to your personal objectives, financial situation and needs.

Information on this webpage has been provided by Actuate and is current as at 1 May 2024.