Financial advice

Personal financial advice made easy

We aim to make super as easy as possible - that's our commitment to you.

Our Member Services Consultants are here to provide you with one-on-one access to superannuation professionals. You can contact them any time for general information and guidance.

However, we appreciate that super and the retirement process can be complicated, and you may benefit from one-on-one financial advice. Outlook Financial Solutions (ABN 40 083 233 925 AFSL 240959) offers quality financial advice and referrals are available through your Member Services Consultant.

Common questions regarding super arrangements include:

• which investment options suit your life-stage, personality and objectives?
• does your level insurance cover need to be adjusted?
• what's an effective strategy for topping up your super?

Other common topics for advice include:

• retirement planning and transition to retirement
• wealth creation
• savings plans & education/specific event funding, gifts and inheritances
• redundancies
• Centrelink entitlements
• insurance
• estate planning
• tax minimisation strategies.

We understand that in different circumstances, your needs may vary - ranging from examining a single issue through to a comprehensive review of your circumstances. For this reason, our referrals cover a flexible approach to plan preparation.

The cost of advice

Personal financial advice is provided by Outlook on a fee-for-service¹ basis. The fees are based on your individual circumstances and discussed with you prior to the preparation of advice. In some cases where advice results in the acquisition or purchase of a product external to superannuation, Outlook may generate a commission through this product. Where this occurs this will be fully disclosed.

Get a referral¹

Preferred fee terms negotiated for Accountants Super members are available only if you contact Outlook with a referral from the Fund.

If you're interested in accessing this service or simply want further information, please contact our Member Services Consultants by email at memberservices@accountants-super.com or call 1300 651 331.

To find out more about Outlook Financial Solutions, visit their website.

¹eo Financial Services Pty Ltd offers members this referral service for financial planning and advice services of Outlook Financial Solutions Pty Ltd (ABN 40 083 233 925, Australian Financial Services Licence number 240959) [Outlook]. No recommendation (express or implied) or other information should be acted upon without obtaining personal advice from a Representative of Outlook. Outlook generally operates on a fee-for-service basis which is disclosed up-front to the member prior to receiving the advice. In some cases where advice results in the acquisition or purchase of a product other than a Professional Associations Superannuation Fund product. Outlook may generate a commission through this product. Where this occurs this will be fully disclosed to the member.