Australian Retirement Trust – Overview

The result of a merger between QSuper and Sunsuper in early 2022, the Australian Retirement Trust is one of the largest superannuation funds in Australia with over two million members and more than $200b in funds under management.

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Fund Profile: Australian Retirement Trust

How Guideway can help Australian Retirement Trust members

The newly established Australian Retirement Trust brings together two large-scale superannuation funds each with their own broad membership base and products including accumulation, defined benefit, lifetime pension and retirement oncome accounts.

Our advisers have a long history advising QSuper and Sunsuper members and have an in-depth understanding of products from both funds plus those now offered under the merged entity. Our product knowledge is matched by our full suite of advice offerings from investment choice, defined benefit optimisation, and retirement income streams to topics beyond superannuation including wealth management and the Aged Pension.

Guideway can provide advice on the following Australian Retirement Trust products:

Retirement Income streams Superannuation Insurance within superannuation
– Retirement Income account
– Transition to retirement
– QSuper Lifetime Pension
– Super savings
– Qsuper Accumulation account
– Qsuper Defined Benefit
– All insurance options

Common areas we provide advice to Australian Retirement Trust clients include:

  • Transition to retirement
  • Defined benefit optimisation
  • Income stream structure and establishment
  • Superannuation re-contribution
  • Investment Choice
  • Contribution Strategy
  • Retirement Planning
  • Insurance
  • Wealth management
  • Estate Planning
  • Aged Care
  • SMSF wind down
  • Mortgage broking