Brighter Super Adviser Online is only available to Advisers who have already registered with Brighter Super and have received a Brighter Super Adviser Client ID.

Once registered, you will receive an email with your details, and instructions to login. You can then create your password. Once this has been completed, you can access Adviser Online by Logging On

Your AFS Licensee will need to complete the Adviser registration form (A03) with your details. Once this has been processed by Brighter Super, you will receive an email with your new Adviser numbers and instructions to register for Brighter Super Adviser Online. If your AFS Licensee is not already registered with Brighter Super they would need to complete the AFS Licensee registration form (A02)

Advisers who were previously registered with Suncorp (SPSL) will have their registration automatically transferred to Brighter Super.

You will have received an email from 19 June 2023 with your new Brighter Super Adviser Client ID and instructions on how to register for Adviser Online. Your Adviser Number will remain the same. If you did not receive this email, please get in touch external.advice@brightersuper.com.au

 

No. The Brighter Super Adviser Online portal is available for individually registered advisers only, meaning any legacy corporate codes were not registered for Adviser Online at the launch, as there were no individually named advisers attached to these codes. If you wish to change the corporate account to an individual registration, your adviser will need to complete a new Adviser registration form (A03), signed by your AFSL.

Once completed, please send to adviceoperations@brightersuper.com.au and include a cover letter requesting to have the members transferred from your current corporate adviser code to the new individual adviser code, for the purpose of Adviser Online access. This will not impact any ongoing fee arrangements. The existing corporate adviser code will then be closed.

No. Authority to release information (MS01) and/or third-party authority access provides phone access to member accounts via the call centre only.

To view your members online, your member/s should complete the Appoint or change your adviser (A04) form to appoint you as their ongoing listed adviser.

Your username will either be your Adviser Client ID or your registered email address.

You can select your preferred username once you have logged in for the first time, under the ‘Your details’ menu.

If you have multiple accounts, you will only be able to use your email as username on one account.

Once logged in as an adviser, you will see a list of your linked members. This will display:

• Member name
• Member number (Client ID)
• Account type (e.g., Accum, Pension, Optimiser)
• Account number
• View or Transact (depending on member permissions)
• VIEW – link to Member online account

Standard adviser login will provide you with View only access to your linked member accounts.

This includes the ability to view all member correspondence and request information about the member’s account.

For the ability to perform certain transactions, your client will need to complete section 4 on the Appoint or change adviser form (A04) form, authorising you to transact on their behalf via Adviser Online.

This will allow you to:

• Make additional contributions
• Change current & future investment strategies
• Change pension payment amounts & frequency
• Request information about a members’ account and copies of any documents provided by us in relation to it.

What advisers cannot do:

• Request a withdrawal or transfer benefits
• Request a payment to someone other than the member
• Appoint other authorised third parties
• Change any fees or charges
• Change bank account details for withdrawals or payments
• Change member contact details.

At this stage, online applications are not available to advisers. However, if you select ‘Open a new member account’ from the Home menu, you will be directed to our PDF application form and Product Disclosure Statement, where you can assist your member in completing the form, as well as nominate yourself as the listed adviser and, with the appropriate Consent, facilitate advice fees.

We hope to have online applications available in future updates of Adviser Online.

You can update your adviser contact details in Adviser Online. Select ‘Your details’ from the top menu, and you can update contact details and change your password from there.