Info to take to an adviser

A financial adviser has the experience and access to tools/resources to help you make decisions for your personal situation.

 

To get the most out of your discussion with an adviser, it’s important to have as much information available as you can about your financial situation. Before your discussion, it’s important to think about what you want to achieve from your advice plan and what your short and long term goals might be.

The Australian Securities and Investments Commission (ASIC) MoneySmart website has some useful tips on preparing for your first meeting with an adviser and working with your adviser on an ongoing basis.

 

Information about your super

The best place to start is with your most recent benefit statement – you can access a copy via your online account if needed. This will generally include most of the important information about your super account, such as your account balance, investment details, insurance cover and beneficiary details.

It's also helpful to take a copy of the Member Booklet or PDS that applies to your super account, as well as a copy of our Member Guide (PDS) for Retirement Access pensions if you're talking to an adviser about retirement pension options.

Additional information

If you’re talking to an adviser about broader financial matters, it can also be helpful to have details about some or all of the following:

  • details of your income and spending
  • mortgage, other borrowings or debt
  • savings and term deposits
  • property
  • insurance
  • shares