An industry super fund for all Australians
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As a member of Australian Catholic Superannuation, we offer you access to financial planning advice to help you reach your financial goals.
There’s no single rule or plan that will suit everyone because financial circumstances and goals are highly personal and unique to every individual.
That’s why we provide you with the following free advice and fee-for-service advice options so that you can decide which one is right for you.
The Australian Catholic Superannuation financial planning service is offered through an arrangement with Industry Fund Services (Australian Financial Services Licence 232514).
Qualified and experienced financial planners, based in our offices, provide high-quality, value-for-money and personalised financial advice.
We care about your financial future and want to ensure that you:
Our free phone-based Super Advice service offers members clear and concise personal advice on a range of specific super-related topics.
Our qualified superannuation adviser can provide personal recommendations for you on:
This service will generally take around 30 minutes of your time over the phone and all personal advice will be confirmed and then sent to you in a written Statement of Advice.
Our comprehensive personal advice service is generally focused on identifying and implementing more complex financial strategies which will meet your personal financial goals.
First, you’ll start with an initial no-cost, no-obligation meeting with one of our planners.
At this meeting, you and the planner explore your circumstances and decide what you want from a financial plan.
Once your plan is in place, you have the option of meeting with your planner at a later date to review your progress and, if necessary, update your plan.
There’s no charge for any advice that you receive via our over-the-phone Super Advice service and there’s no obligation for you to act on any recommendations made.
The cost of comprehensive advice, as well as any planning reviews and follow-up work, is charged on a fee-for-service basis. What you pay will depend on your individual circumstances, the complexity of advice you need, and the amount of work involved in preparing your plan. As a guide, our fees can range from $300 to $3,000 or more.
Where there is a cost for advice you receive from us, you can pay by:
If you’ve decided it’s time to take control of your finances, we’re here to help:
Our financial planning services are available across Australia; face-to-face, by phone or via Skype.
Financial Services Guide(PDF 228KB)
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Call centre opening hours: Monday to Friday, between 8:30 am and 7:00 pm AEST [8:30 am–8:00 pm AEDT] (National public holidays excluded).
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