Super retirement planning advice

Plan for your future more confidently with expert advice on your super

VicSuper provides a personal superannuation retirement planning advice service. This gives you the opportunity to discuss your personal super situation with a qualified financial planner, such as:

  • How much super you need
    Your superannuation and retirement goals and whether you're on track to achieve them.
  • How to minimise tax
    Tax-effective strategies for your super, including transition to retirement strategies.
  • Increasing your super
    Ways to build your super using a variety of contribution options, including rolling other super accounts into VicSuper.
  • Investment strategy
    Which option best suits your needs, circumstances and risk profile.


Why you can be confident in the advice you'll receive

  • All our financial planners are qualified and licensed to give advice on superannuation and retirement planning.
  • We pay no commissions or additional fees to our planners.
  • All advice is provided without obligation.
  • Our planners are employed by VicSuper so member satisfaction is their key focus.


How a super advice session works

  1. Request an appointment and our team will be in touch to set up an appointment time, and discuss what information you need to prepare.
  2. Meet with your financial planner at the agreed time to discuss your super and retirement matters.
  3. Your financial planner will then prepare and send you a Statement of Advice which outlines the details of your discussion along with any plans and strategies, and will help you put them in place.

In most cases, there's no additional cost.


Plan for your future more confidently with expert advice on your super

VicSuper provides a personal superannuation retirement planning advice service. This gives you the opportunity to discuss your personal super situation with a qualified financial planner, such as:

  • How much super you need
    Your superannuation and retirement goals and whether you're on track to achieve them.
  • How to minimise tax
    Tax-effective strategies for your super, including transition to retirement strategies.
  • Increasing your super
    Ways to build your super using a variety of contribution options, including rolling other super accounts into VicSuper.
  • Investment strategy
    Which option best suits your needs, circumstances and risk profile.


Why you can be confident in the advice you'll receive

  • All our financial planners are qualified and licensed to give advice on superannuation and retirement planning.
  • We pay no commissions or additional fees to our planners.
  • All advice is provided without obligation.
  • Our planners are employed by VicSuper so member satisfaction is their key focus.


How a super advice session works

  1. Request an appointment and our team will be in touch to set up an appointment time, and discuss what information you need to prepare.
  2. Meet with your financial planner at the agreed time to discuss your super and retirement matters.
  3. Your financial planner will then prepare and send you a Statement of Advice which outlines the details of your discussion along with any plans and strategies, and will help you put them in place.

In most cases, there's no additional cost.


Click for details on advice service fees

In most instances, the superannuation advice you receive from VicSuper will be at no additional cost. However, an advice fee of $200 (inclusive of GST) may be payable for personal advice covering certain areas. This can be deducted from your VicSuper account, paid directly via EFTPOS from a bank or credit union account, or paid by credit card.

For information on the types of advice available and cost, please see the table below.

Advice topics provided by VicSuper Is the advice fee payable?
Advice on VicSuper investment options No
Advice on all types of contributions No
Advice on transition to retirement strategies No
Advice on insurance options available within VicSuper No
Advice on whether you are on track to meet your retirement goals No
Advice on options upon death - eg binding nominations, anti-detriment No
Advice on retirement options, including commencing a superannuation pension No
Any strategic advice that relates to any super strategy recommended by us including resignation/redundancy options, budgeting, impact on cash flow and tax implications but not income tax advice, Centrelink eligibility and implications No
Personal advice to join VicSuper provided to non-members Yes
Personal advice on non-VicSuper products (ESSSuper - Revised, New, SERB & Transport Schemes) Yes
Personal advice regarding the consolidation of super accounts Yes
Ongoing personal advice Yes

Personal superannuation advice

Complete your details below and we will be in touch to arrange your appointment.


I would like to request a personal advice session at:








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My planner was approachable and explained the options and implications. It was a very worthwhile hour followed up by a comprehensive report and record of discussion.

Cynthia Member comment after meeting one of our financial planners