Accessing your clients' account details
To get access, just complete and send us:
- your own third party authority form, or,
- you can download and use our third party authority form.
You can email us the form (select Adviser or Third Party).
Forms and tasks
You can email us forms (select Adviser or Third Party). However, there are some exceptions where we need to receive the form via the post at:
Sunsuper, GPO Box 2924 Brisbane QLD 4001.
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;
- Join online, or,
- Complete the Membership application found at the back of the Sunsuper for life Product Disclosure Statement and Membership application form. They'll also need to complete an Investment choice form.
Managing your client's investments
Following is a list of documents and resources you may find useful:
- Download the Sunsuper for life Investment guide
- Check investment reports
- Review research, ratings and awards
- View market watch
- Check Super-savings account performance and unit prices
- Check Transition to retirement account performance and unit prices
- Check Retirement income account performance and unit prices
- Review investment information for advisers
To switch your client's investment options, complete the Investment choice form.
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.