Adviser resources

Find the information you need – whether it’s a form, fact sheet or the Adviser Portal.

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Adviser Portal

As a registered adviser, make the most of the Adviser Portal. Set up client accounts, upload forms, and extract key client information for further analysis – any time or place.

Explore adviser resources

Take a look at the wealth of tools and tips at your fingertips – for you and your clients.

Find a form

Looking for a form to assist your client? Browse popular forms then learn how to submit them using the Adviser Portal.

Browse our forms

Client engagement tools

Are you looking for information for your clients? Browse our guides and fact sheets to find what you need, so you can assist them.

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Member Direct investment option

Learn more about our self-managed investment option, Member Direct. If it’s suitable for your client, help them tap into their inner investor so they can take more control of their investments.

Discover Member Direct
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