Suncorp Employee Super Plan

Your flexible, fuss-free, online account

Meet with an adviser

Or call us 1800 652 489 Mon - Fri 8am - 6pm AEST

Why choose the Suncorp Employee Super Plan?

At Suncorp we like to speak your language and help take some of the hassle out of super. We make things simple when opening
your account and when growing your savings.

If any of the following sound like you, Suncorp Employee Super Plan can help:

  • I want to take advantage of a super offer where administration and insurance fees are currently funded by my employer.
  • I want a super product that offers a transition to retirement option for when I am transitioning to retirement and also has a pension account for when I’m ready to retire.
  • I want a flexible super account that gives me as much or as little control as I want over my investments.
  • I want access to insurance cover to protect myself and my loved ones in the event of my death.
  • I want online access and less paperwork.
  • I want to see my super balance alongside my Suncorp Bank accounts via Suncorp Bank internet banking.

What's so good about the Suncorp Employee Super Plan?

Online speed, simplicity and
convenience

  • Check your super in your secure online account or with Suncorp Bank Internet Banking.
  • If you are a Suncorp Bank customer, keep up to date with your super on your mobile device via the Suncorp App.
  • Review your account using the personalised dashboard in your secure online account which shows you how your super savings are tracking.

Sophistication and simplicity

  • Design your own investment portfolio from over 45 Australian and international investment options including multi-manager portfolios
  • Or leave the investing to us
  • If the default level of insurance cover is not enough for your situation, you can apply for life & Total and Permanent Disablement (TPD) insurance of up to $1 million. If your application is successful and all insurance cover is provided, the premiums for the cover above the default level, will be payable by you

Financial advice and
general support

  • Access to personal advice from Suncorp Advice* on an array of areas such as selecting investments and insurance cover, making contributions or working out how much super you need to retire
  • As a Suncorp Employee, Suncorp Advice will cover the cost of your initial meeting with a Suncorp Financial Planner. There’s no obligation to proceed, but if you do you’ll receive a 50% discount on the standard financial advice fees (including plan preparation)^
  • We can help you find any lost super and rollover your existing funds into one account. We will deal with the other super funds on your behalf**

*Financial advice is provided by representatives of Suncorp Financial Services Pty Ltd (SFS) ABN 50 010 844 621, Australian Financial Services Licence (AFSL) & Australian Credit Licence (ACL) 229885. Various products and services are provided by different entities of the Suncorp Group. Banking products and services are provided by Suncorp Bank. Whilst SFS is a related body corporate of Suncorp Bank, Suncorp Bank is not responsible for, does not guarantee and is not liable in relation to products and services provided by SFS or by other entities of the Suncorp Group.

^The discount is only available per Eligible Person and can only apply once per annum, commencing from the date of the initial appointment. The staff offer will cease to apply if you leave Suncorp. The discount relates to time spent by a Financial Planner on plan preparation, telephone advice, and subsequent plan presentation to Eligible Persons, but not to any costs associated with the purchase of products. You will be advised of these costs when you meet with the financial planner, if applicable.

**Before moving your superannuation you should consider: any fees payable (eg. for exit or withdrawal); where future employer contributions will be paid; whether current insurance entitlements will be retained or equivalent cover made available; and any other possible impact, eg. to your investments or tax position.

What can you expect if you decide to join?

If you haven’t already joined the Suncorp Employee Superannuation Plan through Suncorp’s employee on-boarding process then you will need to complete a Standard Choice form. Once this has been completed you will need to scan and email the form to peoplespacerequest@suncorp.com.au so that the Payroll team can create your account. Please note that there are cut off dates within the Payroll system that may impact when your account is created. Manual forms such as this one must be submitted by 2pm Thursday (AEST) in a non-pay week to ensure that they’re actioned for the following pay cycle.

Once your account is set up, we will issue your welcome pack complete with online login details so that you can get involved with your retirement savings in the comfort of your home.

Important Note: If you did not join the Suncorp Employee Super Plan within 120 days of joining Suncorp, you won’t be provided with default insurance automatically and you will be required to be underwritten to receive cover. Please contact us on 1800 652 489 to find out how to apply.

Want to know more?

Super can seem complicated - but we can help you get it all sorted. If you would like more information on the Suncorp Employee Super Plan, please take some time to read the Product Disclosure Statement, Product Guide, Understanding Investment Risk Flyer, Suncorp Superannuation Fee Definitions Flyer, the SESP Insurance Premium Rates Guide, and the SESP ex Promina Insurance Premium Rates Guide. But of course if you prefer, just give us a call on 1800 652 489.

No Product Updates have been issued after the effective date of the current Product Disclosure Statement.

We're here to help

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Mon - Fri 8am - 6pm
(AEST)

Meet a financial adviser

Book an obligation-free first appointment

Important Information

The Suncorp Employee Superannuation Plan (the Plan) is issued by Suncorp Portfolio Services Limited ABN 61 063 427 958 AFSL 237905 RSE licence no L0002059 (SPSL) as trustee for Suncorp Master Trust R1056655 ABN 98 350 952 022 R1056655. The Plan is part the Suncorp Master Trust. Insurance cover within the Plan is issued by Asteron Life & Superannuation Limited ABN 87 073 979 530, AFSL 229880 (Asteron).  SPSL is part of the Suncorp Group of companies and Asteron is part of the TAL Dai-ichi Life Australia Pty Limited ABN 97 150 070 483 group of companies (TAL). The different entities of TAL and the Suncorp Group are not responsible for, or liable in respect of, products and services provided by the other. Information provided is general advice only and does not take into account any person’s objectives, financial situation or needs. Before making and decision to acquire or continue to hold an account within the Plan, please read the Suncorp Employee Superannuation Plan Product Disclosure Statement and Product Guide, and other associated documents and speak to your financial adviser. The Plan is not a bank deposit or other liability and is subject to investment risk including possible delays in repayment and loss of the interest and principal invested.

Suncorp-Metway Ltd ABN 66 010 831 722 (Suncorp Bank) is not liable nor responsible for, and does not guarantee or otherwise support, Suncorp Employee Superannuation Plan accounts. Internet Banking and Mobile Banking are provided by Suncorp Bank. Suncorp Bank does not guarantee the availability of the Internet Banking and Mobile Banking services and can terminate access to those services at any time without reason or notice. You must agree to Suncorp Bank’s terms and conditions before you can access Internet Banking and Mobile Banking. Suncorp Brighter Rewards is offered through Edge Loyalty Systems Pty Ltd trading as Lifestyle Rewards (ABN 96 138 299 288), Level 1/500 Chapel Street, South Yarra, VIC, 3141.