Third party adviser resources
Third party adviser resources
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.
How to obtain information about your client’s account with us
Step 1
Complete the Third Party Authority form and email to info@csf.com.au or mail to the address on the form.
Processing the request normally takes 3-5 business days.
Step 2
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 1300 655 002, Monday to Friday between 8:30am - 6:00pm AET.
Frequently asked questions
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.
About Catholic Super
For more than 50 years, we’ve dedicated ourselves to our members. In 2019 we joined forces with Equip Super to become a super fund trustee, representing 150,000 members Australia-wide. With competitive fees and a history of strong returns, we’re providing our members with top performance and great value.
Investment returns
View our latest investment returns
Key disclosure documents
Detailed information about the structure, rules and policies that inform the way in which we manage the Equip Super, fund statements and disclosure documents.
Fees and costs
We work hard to keep our running costs as low as possible, so we can keep our fees low for our members.
PDS and TMDs
Our Product Disclosure Statements (PDS) and Target Market Determination (TMD) provides essential information to help understand key features including; fees, insurance and investment options.
Retirement income products
Products to support a gradual transition to retirement, or fully retire.
Annual report
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.
We acknowledge all First Peoples of the beautiful lands on which we live and work, and their enduring knowledge and connections to Country. We honour the wisdom of and pay respect to Elders past and present.