News: News Archives: Financial Planning Services

Good News!

Prime Super has negotiated for members to receive a special deal on financial planning assistance through Community and Corporate Financial Services Pty Limited (ABN 44 079 121 136, AFSL 225085) (ComCorp). 

Three levels of Financial Planning Services are available under the scheme:

• Limited Planning information can be accessed via a website through the employer or member services portals on this home page. This site contains much useful information and includes several calculators that will be of assistance in developing a financial plan. A basic "over the telephone" service is also available during business hours to clairify issues of concern. This service is free of charge to members and contributing employers on 1800 022 365.
• Members can have a financial plan prepared in relation to their superannuation for a fee that can, subject to some regulatory constraints, be paid from your member account. Currently the charge for this service is $150 plus GST.
• Have a full Financial Plan prepared for you by ComCorp. You can inquire about the full financial plan by calling Taryn at ComCorp on 1800 022 365. 

It should be noted that Financial Planning Information and services through this service is provided by ComCorp and not the Trustee.

The Trustee has negotiated this service as a benefit for members to use should they choose and receives no payment or gratuity of any kind when ComCorp provides financial advice to members. Members may choose to obtain financial advice from providers other than ComCorp.

We urge members to make full use of this service. View the Financial Planning Services Now.