Get financial advice
Super can be complex so it’s important to make informed decisions about your money
We can help you take control of your future
These days, we’re living longer, so it’s likely we’ll be retired for longer. Planning today can make a difference to your financial future. No matter what your goals are, or the kind of lifestyle you’re preparing for, we’re here to help. We have the people, the resources, and the drive to help you make the most of your retirement.
Online calculators
We have quick and easy to use calculators. They’ll help you make the most of your super, and give you an idea of how much income you might expect in retirement. Click here to have a go.
Telephone advice
Our Financial Education and Advice Team (FEAT) can offer general and limited personal advice on topics such as salary sacrificing, choosing the right investment option, and how much insurance you need. Give us a call on 1300 362 415.
Face-to-face advice
Our dedicated advisers from Industry Fund Services (IFS) are super specialists, who can give you advice on a range of issues – even the complex ones like taxation and social security entitlements. They’ll take into consideration all your circumstances (personal and financial) when creating your comprehensive financial plan.
Your initial consultation with an IFS planner will be free. When it comes to preparing a full financial plan, any fees payable are fee-for-service only. The great thing is, there are no commissions or hidden charges – and where your advice applies to your super, the fee can be deducted from your MTAA Super account.
Hernan Reyes
02 8748 3006
David Smith
03 9263 0605
Fund Financial Planners are representatives of Industry Fund Services Pty Ltd (AFSL 232 514), which is responsible for the financial services provided by its representatives.
Note: The Motor Trades Association of Australia Superannuation Fund Pty. Limited (ABN 14 008 650 628, AFSL 238 718) has engaged Industry Fund Services Limited (IFS) (ABN 54 007 016 195 AFSL No 232 514) to facilitate the provision of financial advice to members of MTAA Super. Fees may apply. Further information about cost of advice is set out in the relevant Financial Services Guide, a copy of which is available at ifs.net.au or by calling 1300 138 848 . IFS is responsible for any advice given to you by its representatives.