Advice fee consent
Adviser nomination
Superannuation forms
Apply via Adviser Portal
Change your investment details
Rollover all of your super to Aware Super Future Saver
Provide your Tax File Number (TFN)
Make a lump sum or once-off withdrawal from an Aware Super account
Making Contributions
Apply via Adviser Portal
Notice of Intent to claim or vary a deduction for personal super contributions
Retirement forms
Apply via Adviser Portal
Access other useful forms
How to use the Adviser Portal
The Adviser Portal is our platform for you as an independent financial adviser.
It helps you work with us and support your clients who have Aware Super accounts, helping them reach their retirement goals.
Super retirement calculator
Whether retirement is 2 or 20 years away, My Retirement PlannerTM enables you to:
- Estimate how much a client may need when they retire, according to their future lifestyle and income goals, including Government age pension entitlements
- See how well they’re tracking based on their current financial situation in and outside super.
Plus, if your client is an Aware Super member, they get a Retirement Confidence ScoreTM that shows how close they are to their retirement goals.
Latest news and insights
Get to know how MySuper Lifecycle can help your clients
Our market-leading investment option considers a member’s age to help manage longevity risk and your client’s market exposure as they approach retirement.
Guiding clients through economic uncertainty
Your understanding of your clients’ needs can provide them with financial confidence during these times of uncertainty.
Why are more women getting financial advice?
Forge pathways to inclusive investment and explore some of the data around these emerging trends.