Deducting financial planning fees from your CSRF super account

CSRF offers you the option to pay for your financial planning advice by cheque, credit card or deduction from your CSRF superannuation account.

While you may need advice on a number of issues, only the cost of the financial advice that relates to your CSRF membership and related products is eligible to be deducted from your superannuation account.

For example, areas of advice for which the cost may be deducted may include:

• contributions to super eg salary sacrifice
• insurance with CSRF
• CSRF member investment choice options
• payments of benefits from CSRF accounts
• tax issues relating to CSRF Superannuation and Allocated Pension Plans
• transition to retirement and retirement planning using CSRF products
• estate planning where there is an impact on your CSRF account
• Centrelink, if the advice relates to your CSRF account.

At the time of determining the cost of your financial plan, our financial planners will inform you if all or part of the fee can be deducted from your CSRF superannuation account.

If you would like to speak to an authorised financial planner, please contact your local CSRF office on 1300 658 776.