Financial Advisers

Adviser Solutions

Explore a range of strategies that can assist your clients to achieve better financial outcomes.

Strategies to Help Your Clients

Alternative to Super

Tax-effective investing without age, work test and withdrawal restrictions imposed by superannuation.

Estate Planning

Control how and when wealth is transferred with reassurance, flexibility and control.

Tax Smart Investing

Building wealth tax-effectively with flexible access and contribution features.

Transition to Retirement

Non-super, tax-effective regular income streams for pre-retirees.

Bequest to a Charity

Nominate a charity as a beneficiary, paid tax-free upon death with protection from will & disputes.(1)

Funeral Planning

Providing reassurance & financial support for loved ones while maximising social security entitlements.

Investing for Children

Providing a headstart for younger generations while controlling access.

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.