1. Get financial advice

Advice to suit your needs

  

Everyone's advice needs are different. 

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.

Online calculators

Plan ahead with our easy-to-use 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. Use our calculators

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 our Financial Education and Advice Team (FEAT) on 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.

Comprehensive advice

With comprehensive personal advice you work with a financial planner to develop a full financial plan. This plan considers both your personal and financial circumstances and helps you set and achieve financial goals.

Topics covered include:

  • superannuation planning
  • pre-retirement planning
  • retirement planning
  • redundancy planning
  • wealth creation strategies
  • gearing strategies
  • investment planning
  • personal insurance planning
  • budgeting/cash flow planning
  • salary packaging strategy
  • estate planning

We have engaged Industry Financial Services (IFS) to provide comprehensive personal advice to you.

Your first consultation with an IFS planner is at no additional cost to you. Once you have discussed your financial situation and needs with the planner, they will provide you an obligation free itemised fixed quote.

All advice is provided on a strictly fee-for-service basis. Fees charged will depend on the complexity of the advice required. There are no commissions or hidden fees. Where the advice applies only to your super, the fee can be deducted from your MTAA Super account.

To arrange to meet a financial planner, call us on 1300 362 415.

Note: 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 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 by calling 1300 138 848. IFS is responsible for any advice given to you by its representatives.

Retirement workshops

It is never too early to start planning for retirement.

We run free retirement workshops throughout Australia to help you learn:

  • how you are going to fund your retirement
  • strategies to grow your super now
  • issues you need to think about as you approach retirement
  • how to get the right advice

See a full list of our workshop dates and locations.