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.
How we’ll help
We have the people, the resources, and the drive to help you make the most of your retirement.
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.
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.
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.
For more detailed, individual and comprehensive advice MTAA Super have an agreement with Industry Fund Services (IFS) which provides fee-for-service financial planning for members.
02 8748 3006
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.