Phone 1800 444 396
Web brightersuper.com.au
Email info@brightersuper.com.au
Post GPO Box 264, Brisbane QLD 4001

Advisers resources

Access Brighter Super resources and supporting documents to help you work more effectively with your clients.

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Handy links for advisers

Statement of Advice (SOA): Product Information template

Our SOA template for advisers provides you with information on our products that is consistent, accurate, and saves time.

To receive a copy of our SOA template, contact our Advice BDM team at external.advice@brightersuper.com.au

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Authority levels summary

Feature Third-party authority Listed Adviser Listed Adviser with limited transacting authority Listed Adviser with limited transacting authority incl. withdrawal 
Form required (+ ID verification)

MS01 Authority to release information form (or own form)

NB. Must include; adviser name, AFSL.

Please see Adviser FAQs

 A04 appoint or change your adviser form A04 appoint or change your adviser form

(Section 4, box 1)		 A04 appoint or change your adviser form

(Section 4, box 2)
Adviser Online access
Advice Online transacting
(view only)
  • Investment switches
  • Pension payment adjustments
  • As per Limited Transacting Authority
  • Process withdrawals to existing bank account or Accumulation account
Advice fee deductions
Duration of authority 2 years from date signed Enduring (until revoked by adviser or member) Enduring (until revoked by adviser or member) Enduring (until revoked by adviser or member)
Other information  Brighter Super will still market advice services to third-party authority only members
  • Listed Adviser owns the member relationship
  • No marketing of advice services
  • Listed Adviser owns the member relationship
  • No marketing of advice services
  • Listed Adviser owns the member relationship
  • No marketing of advice services

Brighter Super Fund Factsheets

Meet the team

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Brighter Super product information

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Adviser updates

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