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Manage your clients

At Sunsuper, we believe that the value and professional guidance advisers provide to our members is important, so our aim is to make it as easy as possible for you to manage your clients.

Here you'll find helpful hints and information on how to manage your clients with Sunsuper. 

Register as an adviser with Sunsuper

To get started, register as an adviser with Sunsuper. Then, you'll be able to request deduction of advice fees and view your clients' account details 24/7 via Adviser Online.

Accessing your clients' account details

To get access, just complete and send us:

You can send the form to us via 'upload a document' in the Contact us section

You'll then have access to their account via Adviser Online, or over the phone when you call 1800 142 470.

Forms and documents

Forms and documents can be found here.

You can submit most forms to us via 'upload a document' in the Contact us section.However, there are some exceptions where we need to receive the form via the post at:

Sunsuper, GPO Box 2924 Brisbane QLD 4001.

Check out which forms we are unable to receive electronically.

Sign up a new client

It's great you've chosen Sunsuper for your client's superannuation needs. We'll be here to support you and your client every step of the way. To join, your client can either;

Rolling over a client’s superannuation

Your client can either:

Start a pension account

If they have access, your client can activate their Income account via Member Online, or they can complete the Income account request form [PDF 414KB]

Please note: If your client is not already a Sunsuper member, their funds may be temporarily invested in a Super-savings account.

Managing your client's investments

Following is a list of documents and resources you may find useful:

To switch your client's investment options, complete the investment switch form (found at the back of the Sunsuper for life Investment guide [PDF 8.5MB]

Managing your client's insurance

Following is a list of documents and resources you may find useful:

William - Business Development Manager

We're here to help

Sometimes advisers need a little guidance too. And we're here to support you whenever you need assistance.

Call us on

Call 1800 142 470

Good for you. Great for your clients

With a winning combination of low-cost, high value super solutions and dedicated support, Sunsuper is a fund you can feel confident recommending to your clients.