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Super for your clients

Super for your clients

About Australian Ethical Super

A comprehensive super solution that helps clients save for their retirement while saving the planet.

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7 ethical investment options

Each offers different levels of risk and return but all invest only ethically, so none of your clients’ retirement savings will fund harmful industries.

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Returns with positive impact

Not only do your clients get competitive returns, but the companies in our portfolio produce 77% less CO2 than Benchmark1.

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Competitive insurance cover

Access reasonably priced Death, Total and Permanent Disablement (TPD) and Income Protection cover from Metlife.

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World-changing super

Your clients’ super can deliver climate impact and top performance. It's simple, make sure it's invested in sustainable companies. While we can’t predict future performance based on the past, our super options’ performance proves ethical investing is good for returns:

  • Our Australian Shares super option ranks #1 on returns over 3, 5, 7 and 10 years.
  • Our Balanced Super option was the second-best in Australia. See how we scored in APRA’s MySuper heatmap.

SuperRatings Fund Crediting Rate Survey – SR50 Australian Shares Index as at 31 December 20212

 

super overview

Benefits for advisers

 Dedicated Business Development team to answer your questions and queries

 The ability to deduct service fees Adviser portal that gives you access to your clients’ account information

Confidence that 100% of your clients’ retirement savings will be invested ethically

Benefits for clients

Competitive insurance cover

As a 100% ethical super fund, clients don’t need to choose between doing good in the world and doing well financially

Award-winning fund3

Annual statements showing financial outcomes together with positive impact

Ethical options

Product info


Steps to onboarding your client

The first time you register with Australian Ethical, the registration and onboarding process includes the following steps and will take up to eight weeks.

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Dealer group application

Check if your dealer group is registered with us. If not, you'll need to get your dealer group head office to complete a RCTI form.

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Client & Adviser application

When completing the super application form with your client, also complete a TPA form.

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ASIC check

Once we receive your TPA for we'll do a thorough check and if approved, you'll receive a welcome email .

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Client onboarding

The client's super application is usually processed within the first three business days. Once processed, your client will start our member onboarding journey.

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Adviser registration

You will receive an email with your adviser code and instructions on how to register for the adviser portal. Any adviser fees requested in step two will be processed once a contribution has been received in the client's account.

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Adviser portal registration (optional)

Follow the instructions in the welcome email to register for the adviser portal. You will need to download the Salesforce Authenticator App on your phone to complete your registration

Need some help?

Speak to a BDM

We're here to help advisers with their business.

Login to AE Super

Once registered, you will receive access to the Adviser Online portal (provided by Mercer). Check out the user guide if accessing for the first time.

Give us a call

Call 1800 021 227 and press ‘6’ for adviser support after the first voice response message.

Past performance is not an indicator of future performance. Australian Ethical offers a diverse range of super investment options depending on your investment objective, timeframe and risk profile. You can see the options and their respective performance here.

1Carbon intensity (tonnes CO2e per $ revenue) of Australian Ethical share investments compared to Benchmark (a blended benchmark of S&P ASX 200 Index (for A&NZ holdings) and MSCI World ex Australia Index (for international shareholdings), as at 30 June 2021.

2Australian Ethical Super’s Australian Shares option ranks #1 over 3 years (19.86%), 5 years (13.45%) out of 46 funds, ranks #1 over 7 years (13.56%) out of 45 funds and #1 over 10 years (14.62%) out of 41 funds according to the SuperRatings Fund Crediting Rate Survey – SR50 Australian Shares Index as at 31 December 2021.

3Finder Green Superannuation Fund of the Year 2020 & 2021, Mozo People’s Choice 2021, Most Recommended – Superannuation, SuperRatings Infinity Award 2022.