Adviser Online

Welcome to Adviser Online

We want the same thing as you – to help your clients (our members) achieve their retirement goals. We value your hard work and are committed to providing you with timely service to simplify your work.

Adviser Resources

Adviser Authority Form
Adviser Fee Request Form
Dealer Group Payment Confirmation
Product Disclosure Statements and supporting documentation
Insurance Calculator
Investment Options and Investment Returns
Intrust Super product options
Forms and Publications

Member benefits and services

• As a profit-for-members fund, any profits we make are directed back to our members, not shareholders, in the form of low administration fees and improved services.
• A tailorable product that suits the hospitality and tourism industry.
• Consistent solid long-term investment returns.*
• Innovative member services, such as Super Concierge, Super Sign, SuperCents and Super Blueprint.

*Past performance is no indication of future returns.

Adviser Access

Register as an adviser

• access your clients’ details 24/7, via AdviserAccess
• and be able to request deduction of advice fees

Call us on 132 467 between 8:00am – 8:00pm (AEST) Mon-Fri to speak to our dedicated support staff.

AdviserAccess benefits and services

- Update members personal information;
- View transactions and export transaction lists;
- View a benefit quote on the members account;
- View investment strategies and submit investment switches on behalf of the member;
- View adviser fee payments.

How to register as a Third-Party Authority If you have been granted authority by a mutual client to view and access information on their Intrust Super member account, then you’ll need to complete the Adviser Registration Form and have this signed by the client also. Once we receive the complete form, we will enter your information onto our system and record you against the members account. You will also be issued an email that will include a Member Account Summary and a logon to AdviserAccess, our online portal for Advisers to monitor members accounts and initiate changes to their account details and investments.

Rules around payment of advice fees

One-off or initial advice fee:

• If the member’s balance is below $50,000, Intrust Super will not automatically authorise the payment of an initial advice fee.
• The upper cap for initial fees is the lower of $4,400 or 2.2% (inclusive of GST) of the member’s current Intrust Super balance.
• Initial fees will be restricted by only being payable once every 3 years.
• Intrust Super recognises instances where the initial fee requested will fall outside the above levels (i.e. on balances under $50,000, or higher than $4,400 inclusive of GST) but still meet the Sole Purpose Test and be in the member’s best interests.  In these instances, where the client’s advice document is provided to Intrust Super, a one-off approval can be sought by the adviser and be determined in accordance with the advice fee exception guidelines.
• Intrust Super believes that fees above 2.2% (inclusive of GST) of a member’s balance create an issue of balance erosion.  Intrust Super will not approve exceptions of greater than 2.2% (inclusive of GST) of a member’s account balance.
• For account balances over $200,000, Intrust Super will accept applications for approval as an exception, provided the fee does not exceed 2.2% (inclusive of GST) of the account balance and is lower than $6,600. Fees outside these limits will not be approved as an exception.
• To apply for an exception, Intrust Super will require a copy of the advice document, such as the Statement of Advice (SoA), to ensure Intrust Super continues to meet its Trustee obligations including the application of the Sole Purpose Test.

Ongoing fees:

• Intrust Super will not pay ongoing advice fees for members with a balance below $50,000.
• The upper cap for ongoing fees is the lower of $6,600 p.a. or 1.1% p.a. (inclusive of GST) of the member’s current Intrust Super balance and paid monthly for a maximum of 24 months.
• Intrust Super will not consider exceptions to the ongoing fee caps.