Advice to suit your needs

  

That’s why we offer a range of tools and advice options to help you plan for your financial goals. No matter how big or small your goals, or how simple or complex your circumstances, we can help.

Use online calculators

Plan ahead by using these online calculators. Find out how much income you might expect in retirement and how to optimise your retirement savings to boost your super over time.

Simple advice

For general and limited personal advice on matters about your MTAA Super account, you can receive over-the-phone or face-to-face advice. Topics include:

• Investment options:What is the most appropriate investment option for me at this time in my life?
• Contributions (including how to salary sacrifice): How can I optimise my retirement savings?
• Insurance: How much and what type of cover do I need? 
• Retirement options: I’m planning to retire soon. What are my options?
• How to consolidate (roll over) your super: How do I find my lost super or combine my super into a single account? 

We provide simple advice to you at no additional cost – it’s all covered by your MTAA Super administration fees.

To get advice face-to face, contact your nearest Superannuation Adviser. They will happily arrange a time to meet.   

To get advice over the phone, call  1300 362 415.

Note: Superannuation Advisers are employees and authorised representatives of Motor Trades Association of Australia Superannuation Fund Pty. Limited ABN 14 008 650 628, AFSL 238 718 (Trustee). The Trustee will be responsible for any General Advice about superannuation provided by the Superannuation Advisers. 

Superannuation Advisers are also authorised representatives of Link Advice Pty Ltd (ABN 36 105 811 836 AFSL 258 145). Link Advice will be responsible for any Personal Advice provided by the Superannuation Advisers. 

Advisers in the Financial Education and Advice Team (FEAT) are employed by Link Advice Pty Ltd (ABN 36 105 811 836 AFSL 258 145). Link Advice will be responsible for all General and Personal Advice provided by advisers in the FEAT team.

Member workshops

We run regular education workshops throughout Australia to help you understand and get the most out of your super. Our workshops cover all aspects of super and are suitable for those starting out in the workforce through to those approaching retirement.

These sessions are at no additional cost to members and are facilitated by our dedicated Education Specialists.

Public workshops

Public workshops are open for anyone to attend, including non-MTAA Super members.

Tailored worksite workshops

We also run tailored worksite workshops at the request of employers.

To organise a workshop at your worksite, ask your employer to contact one of our Education Specialists 

To find out more information, or to register for a workshop click here.