On this page, you’ll find a range of resources available for Financial Advisers who require information about their client’s superannuation or retirement income account.
We’re committed to delivering a level of service that will give you confidence in your dealings with clients, and the support and information you need to help you efficiently run your business.
If you have any questions in relation to access, or the super fund, please contact us.
Complete the Third Party Authority form with your client and mail it to the address on the form. It is important that you obtain your client’s consent prior to submitting any Third Party Authority request.
Processing the request normally takes 3-5 business days, during which time we will contact your client for security purposes.
Once the Third Party Authority form has been applied to your client’s account we will supply the information you requested, or you can call us on 1800 682 626 Monday to Friday between 8:00am - 8:00pm AET.
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Having a Third Party Authority allows account information to be provided. The authority doesn’t enable transactions or changes to the superannuation or retirement income account to be completed.
Generally, 3-5 business days assuming all the information has been provided correctly. Please call us if you’d like to check if this has been accepted.
The financial adviser summary we send will have details about the members account that has been requested. Information available includes: account balance, insurance, investment, beneficiary details and contributions for the current financial year. Please call us if you need additional information.
Once all information has been provided, this takes between 3-5 working days.
Equip Super has been helping Australians grow their super and plan for the future since 1931. We're an industry super fund, with a history of strong investment performance and low fees. We’ve been recognised by the industry for our customer driven products, top performance and great value.
View our latest investment returns
Detailed information about the structure, rules and policies that inform the way in which we manage the Equip Super, fund statements and disclosure documents.
We work hard to keep our running costs as low as possible, so we can keep our fees low for our members.
Our Product Disclosure Statements (PDS) and Target Market Determination (TMD) provides essential information to help understand key features including; fees, insurance and investment options.
Products to support a gradual transition to retirement, or fully retire.
Our Annual Report showcases what we’re doing to equip our members for a better future, providing a snapshot of Fund governance and strategy, investment operation performance, and financial statements.
