Adviser Solutions
Explore a range of strategies that can assist your clients to achieve better financial outcomes.
Strategies to Help Your Clients
Tax-effective investing without age, work test and withdrawal restrictions imposed by superannuation.
Control how and when wealth is transferred with reassurance, flexibility and control.
Building wealth tax-effectively with flexible access and contribution features.
Non-super, tax-effective regular income streams for pre-retirees.
Nominate a charity as a beneficiary, paid tax-free upon death with protection from will & disputes.[1]
Providing reassurance & financial support for loved ones while maximising social security entitlements.
Providing a headstart for younger generations while controlling access.
Our Products
Our Adviser Portal
Our Adviser portal gives you access to submit new applications and review detailed policy information.
You can view balances, contribution limits, historical transactions, savings or withdrawal plans, BPAY details, and view nominated beneficiaries attached to your clients’ policies.
You’ll receive priority access to our Client Services team for any questions or assistance you require.
