Advice services

As a TWUSUPER member you get the help you need, when and how you want it.

Advice over the phone

Our advisers* can provide phone-based financial advice on limited topics about your TWUSUPER account including:

• the most suitable investment option for you
• the right level of insurance cover for you
• tax-effective ways to contribute to your super

There is no extra cost for this type of advice – the cost is included in the fees that apply to all super accounts.

Call us on 1800 222 071 between 8am and 8pm (AEST/AEDT) weekdays.

Not convenient to call right now?

You can request a callback. Note that the callback service is available for Australian residents only. If you're overseas, please call +61 3 9192 4414.

Request call back

Comprehensive advice

Our advisers* can provide comprehensive financial advice over the phone or face-to-face (either in person or via a video meeting). 

Approaching retirement?

Our advisers can:

• recommend how to tax-effectively build your super
• Step you through the Transition to Retirement strategy options and how they could best apply to your personal circumstances
• help you plan for your retirement - including setting up a Super Pension and how this could work with the Centrelink Age Pension

An adviser can also help with much more, depending on your circumstances.

Already retired?

Our advisers can:

• recommend what to do with your super at retirement (for example clear debt, start a Super Pension)
• help you calculate your income in retirement (including the Government Age Pension)
• help you decide how to set up your beneficiaries

An adviser can also help with much more, depending on your circumstances.

No cost, no obligation initial consultation

There is no charge for an initial appointment. At this appointment your adviser will gain an understanding of your circumstances to determine what sort of advice you need. At the end of your initial appointment, you'll be provided with an obligation-free quote before you decide whether to proceed further.

If you do decide to go ahead with a financial advice plan after receiving your quote, the fees can generally be deducted from your super where the advice relates to super. 

Call us on 1800 222 071 between 8am and 8pm (AEST/AEDT) weekdays to find out more, or request a callback using the form below. 

Please note that the call back service is available for Australian residents only. If you're overseas, please call +61 3 9192 4414.

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*The Trustee has engaged Industry Fund Services Limited (IFS) ABN 54 007 016 195, AFSL No 232514 to facilitate the provision of financial advice to members of TWUSUPER (Fund). Advice is provided by TWUSUPER financial advisers who are representatives of IFS. Fees may apply. Further information about the cost of advice is set out in IFS' Financial Services Guide, a copy of which can be obtained by calling 1800 222 071. IFS is responsible for any advice given to you by its representatives.

The cost of providing certain phone-based financial advice services is incorporated into the fees that are applicable to all super accounts. Fees for comprehensive financial advice provided to you either over the phone or face-to-face are charged to you directly and will be set out in your Statement of Advice.

This document was prepared and issued by the Trustee.