Q: What if I need to renew an authority?

To renew a third party authority on your client’s account, please submit a newly signed Authority to access information form via Adviser Online > Start transaction > Authority to access information.

Question 1

What is the best way to send your authority request?

Accepted Answer

When you upload your Authority to access client information through Adviser Online, it is processed with priority. If you do not currently have access to Adviser Online, you can register here.

Question 2

What authority to access information forms do we accept?

Accepted Answer

We will accept either the Australian Retirement Trust Authority to access information form or the authority form that your practice or AFS Licensee uses. Either of these forms can be submitted via Adviser Online under Start transaction > Authority to access information.

Question 3

What happens to my authorities if I change AFS Licensee?

Accepted Answer

Any authorities held on member accounts held in the Super Savings product offering will expire. In some circumstances, Australian Retirement Trust can reinstate your authorities. For further information, please refer to our Client Transfers page.

Question 4

How long is an authority valid?

Accepted Answer

If you are a registered adviser, your authority has no time constraints and will only be cancelled if revoked by your client (our member).

Question 5

How can my client authorise an Authority to access information form?

Accepted Answer

Australian Retirement Trust accepts wet signatures on all forms. For further information on what we require when using digital signatures, please login to Adviser Online.

Question 6

Do I need to send a copy of my client&rsquo;s identification?

Accepted Answer

Yes please.

Question 7

What if I need to renew an authority?

Accepted Answer

To renew a third party authority on your client&rsquo;s account, please submit a newly signed Authority to access information form via Adviser Online > Start transaction > Authority to access information.

Authority to access client information Super Savings FAQs