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Financial adviser registration

It’s easier for you to interact with clients who hold an account in the Super Savings product offering once you register as an adviser with Australian Retirement Trust. We’ll send you a welcome email once your registration is approved (it typically takes two business days).

Once registered, you’ll have access to Adviser Online, which will allow you to:

  • Enable a data feed
  • Access and submit forms and transactions (including advice fees)

Thanks for requesting to register with Australian Retirement Trust!

You’ll receive confirmation of registration and Adviser Online password within 2 business days, provided your request is completed correctly and we’ve received a legible copy of your driver’s licence.

If you do not hear from us within 2 business days, please call us on 1800 142 470

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I declare that:
  • Once I have been provided with Adviser Online, my password will be mine only, and that I am at all times solely responsible for ensuring the security of it.
  • I will notify Australian Retirement Trust immediately in the event that I have been provided access to information that I do not believe I should have access to, or in the event that the security of my password may have been compromised.
  • Advice Fees that have been requested will be made consistently with the sole purpose test, and other requirements, as outlined in Adviser Registration Terms and Conditions and Advice Fee Request FAQs.
  • I have read, understood, and agree to allow Australian Retirement Trust to collect my personal information in accordance with Australian Retirement Trust’s Privacy Policy.
  • I have read and agree to the full Adviser Registration Terms and Conditions and have considered these Terms and Conditions in accordance with all other legal obligations I currently have.