Your personal retirement consultant
Dedicated consultant at no extra charge
Retirement and pensions can get complicated and take a lot of time to get sorted out. That’s why we’re here to lend a hand.
Our Member Services Consultants know pensions from A to Z! From the basics of the pension system to the choices you have beyond retirement, we can make it all easier for you to understand.
Of course, this service is provided as part of your membership. Your local Member Services Consultant is just a phone call away, and is happy to come to you.
Get help with all these great services today.
- Understanding the pension system, transition to retirement and account-based pensions
- Understanding the SMARTpension options
- Selecting investments
- Completing forms.
By now, you should have been assigned to a dedicated Member Services Consultant as that’s one of the key benefits of membership.
If you haven't been allocated a Member Services Consultant please contact us on 1300 366 508 or refer to the team below to see who your local consultant would be.
Our Member Services Consultants
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Calvin LakeManager - Member ServicesAuthorised Representative of eo Pty Ltd AFSL 232501
P 02 8273 1347 |
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| NSW/ACT | ||
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Martin HegartyMember Services ConsultantAuthorised Representative of eo Pty Ltd AFSL 232501
P 02 8273 1316 |
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Matthew NortonMember Services ConsultantAuthorised Representative of eo Pty Ltd AFSL 232501
P 02 8273 1319 |
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| VIC / SA / TAS | ||
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Anne CairncrossMember Services ConsultantAuthorised Representative of eo Pty Ltd AFSL 232501
P 03 8605 4435 |
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Liz HuntMember Services ConsultantAuthorised Representative of eo Pty Ltd AFSL 232501
P 03 8605 4405 |
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| QLD | ||
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Catherine MullerMember Services ConsultantAuthorised Representative of eo Pty Ltd AFSL 232501
P 07 3112 2664 |
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| WA | ||
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Damian UdallMember Services ConsultantAuthorised Representative of eo Pty Ltd AFSL 232501
P 08 9480 3716 |
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Who are the Member Services Consultants?
Our specialist team of Member Services Consultants are Authorised Representatives of eo Pty Ltd (ABN 53 000 013 276 AFSL 232501) and employed by eo Financial Services Pty Ltd.
Professional Associations Superannuation Limited (ABN 14 056 917 303 AFSL 222590 RSE L0000352) (PASL) (the Trustee of SMARTpension) has engaged eo Pty Ltd (ABN 53 000 013 276 AFSL 232501) to provide general financial advice, marketing and sales services for PASL. This includes the Member Services Team. Financial services provided by eo Pty Ltd are provided under eo Pty Ltd's Australian Financial Services Licence.
Consultants provide general advice only and do not take into account your personal objectives, financial situation or needs. Before making any financial decisions you should first determine whether the information is appropriate for you by consulting a qualified financial adviser. Before making a decision about SMARTpension, you should consider the relevant Product Disclosure Statement. Before engaging a Consultant you should read the Financial Services Guide (FSG) which provides important information about the financial services offered by eo Pty Ltd.
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About the Fund
SMARTpension works closely with you to plan a stress-free retirement, giving you the benefit of low fees and personalised, one-on-one support and services that make your transition as smooth as possible. Get freedom and value for your retirement. SMARTpension account-based pensions make it easy to manage your pension, so you can spend less time worrying and more time doing the things you enjoy.
The transition to retirement can sometimes be difficult and confusing. SMARTpension members have access to expert advice and support. With options for both transition-to-retirement and allocated-based pension funds, will help you find the solution to suit your needs.
With low fees, no commissions and no entry fees, SMARTpension makes it easy to manage your pension fund with simple administration and online member services. So talk to us today about how we can help you get the most from your retirement. Read more
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SMARTpension is a division of Professional Associations Super, an industry fund with over 445,000 members across Australia and over $1.5 billion of funds under management. Professional Associations Super divisions include Accountants Super, Australian Enterprise Super, and RecruitmentSuper
Find us by searching: Pension Fund, Pension Funds, Allocated Pension, Allocated Pensions, Pension Super Fund, Pension Superannuation Fund, Retirement Superannuation, Retirement Planning, Superannuation Allocated Pension, Superannuation Pension, Transition To Retirement Pension, Transition to Retirement Calculator, Retirement Calculator.
SMARTpension is a great option for existing Professional Associations Super members including RecruitmentSuper, Accountants Super, and Australian Enterprise Super
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- © 2010 Professional Associations Superannuation Limited ABN 14 056 917 303
This information is of a general nature only and does not take into account your personal objectives, situation or needs. Before making a decision about SMARTPension, you should consider your own requirements and the relevant Product Disclosure Statement. Contact us for a copy.