Financial Advice Solutions
for Industry, Government &
Corporate Super Funds

Industry, Government and corporate super funds work hard to help their members fund an adequate retirement. Since 2012, Guideway has been supporting not-for-profit funds with the provision of quality, cost-effective financial advice. We understand the specific challenges super funds face in providing financial advice and structure our offer to address each fund’s strategic objectives and compliance requirements. We work with our fund partners to provide a range of tools and services specifically tailored to meet the needs of their membership.

15k

clients advised

$5B

in funds advised on

$0

asset-based fees

Improving Member Outcomes

No Institutional alignment and no competing products

Guideway is not owned or controlled by any product provider and does not issue any financial products. We do not take commissions or product-related payments on investments. Our philosophy, our tools and services enable Guideway licensed advisers to provide advice and recommend products based solely on what they believe will best enable members to achieve their financial goals.

Trusted partner of the not-for-profit sector

Guideway is the premium provider of advice services to industry, Government and corporate super funds. Our services are tailored to the needs of not-for-profit funds and their members and our software, tools and processes are designed in collaboration with our fund partners. Guideway licensed advisers do not charge asset or percentage based fees. It is because of our member first philosophy, customised offering and deep experience with not-for-profit super funds that our partner funds trust us to support them in providing advice to their members, like they are our own members.

Minimise risk and maximise outcomes

Guideway takes the provision of advice and the delivery of improved member outcomes very seriously. Every piece of advice provided under Guideway’s AFSL passes multiple lines of defence, including a 100% review programme to ensure your members and your brand are protected. Our Advice Quality team have experience in a wide range of strategies and products including deep expertise in not-for-profit and defined benefit funds. This experience combined with our primary focus on member outcomes ensures consistent, high-quality and compliant advice to your members.

Service offer designed to meet your fund’s needs

Each industry, Government and corporate super fund is unique in its own way with a distinct strategic focus. The Guideway service suite is modular and can be adapted or designed exclusively to deliver the optimal structure and advice solution for each fund. Our current licensing arrangements include general advice, intrafund, scaled, comprehensive or even co-licensing. Guideway also has a Governance, Risk and Compliance programme it can tailor for funds where the intention is to utilise its own licence. The compliance programme can also be complemented by a range of available support services outlined below.

No Institutional alignment and no competing products

Guideway is not owned or controlled by any product provider and does not issue any financial products. We do not take commissions or product-related payments on investments. Our philosophy, our tools and services enable Guideway licensed advisers to provide advice and recommend products based solely on what they believe will best enable members to achieve their financial goals.

Trusted partner of the not-for-profit sector

Guideway is the premium provider of advice services to industry, Government and corporate super funds. Our services are tailored to the needs of not-for-profit funds and their members and our software, tools and processes are designed in collaboration with our fund partners. Guideway licensed advisers do not charge asset or percentage based fees. It is because of our member first philosophy, customised offering and deep experience with not-for-profit super funds that our partner funds trust us to support them in providing advice to their members, like they are our own members.

Minimise risk and maximise outcomes

Guideway takes the provision of advice and the delivery of improved member outcomes very seriously. Every piece of advice provided under Guideway’s AFSL passes multiple lines of defence, including a 100% review programme to ensure your members and your brand are protected. Our Advice Quality team have experience in a wide range of strategies and products including deep expertise in not-for-profit and defined benefit funds. This experience combined with our primary focus on member outcomes ensures consistent, high-quality and compliant advice to your members.

Service offer designed to meet your fund’s needs

Each industry, Government and corporate super fund is unique in its own way with a distinct strategic focus. The Guideway service suite is modular and can be adapted or designed exclusively to deliver the optimal structure and advice solution for each fund. Our current licensing arrangements include general advice, intrafund, scaled, comprehensive or even co-licensing. Guideway also has a Governance, Risk and Compliance programme it can tailor for funds where the intention is to utilise its own licence. The compliance programme can also be complemented by a range of available support services outlined below.

Advice Solutions

Licensing

Guideway’s licensing solutions are tailored to the unique requirements and strategic objectives of each super fund and can include end-to-end licensing or a mix of comprehensive, intrafund or general advice or even co-licensing solutions. Our licensing solutions address compliance and governance requirements, mitigate risk and address concerns around vertical integration to enable the fund to concentrate on its core strengths and day to day operations. For those funds holding their own AFSL, Guideway offers a range of support services to compliment the fund’s internal programme and competencies.

 

Talk to Guideway

Software and
Advice Solutions

Guideway is Australia’s foremost provider of advice solutions tailored specifically to the needs of each super fund. Our software and tools support advice quality, compliance and efficiency. They also provide invaluable insight into the advice process and the member’s advice journey. Guideway’s advice software, tools, templates and processes have been designed together with input from our super fund partners and are continuously tested and refined to best support super funds and their members.

Talk to Guideway

Paraplanning Services

Guideway’s paraplanning team supports our super fund partners with drafting and reviewing thousands of advice documents every year. Our paraplanning team is highly technical with a strong eye for compliance considerations. The team has deep expertise in the full range of advice topics but specialises in meeting the advice needs of super fund members, including retirement planning, contribution strategies, investment choice and defined benefit arrangements. Our team is also skilled in the provision of scaled or intrafund advice, making it readily accessible and affordable to members.

 

Talk to Guideway

Compliance Services

Guideway understands that trust is everything in financial services. Compliance is not just about meeting legislative and regulatory standards, but it’s also about meeting and exceeding the expectations of our clients, our fund partners, and the broader community. In addition we understand the challenges and advice-related obligations faced by APRA regulated super funds. Guideway’s practitioner focus means that we are also in a unique position to support advisers with their own Tax Practitioners Board and FASEA Code of Ethics requirements. Compliance services are incorporated into Guideway’s licensing solutions or can be made available to support self-licensed funds.

 

Talk to Guideway

Advice Implementation Services

Implementation is one of the most difficult and time consuming components of the advice process, both for advisers and for the member. Consequently, a lot of sound advice is not acted upon, leaving individuals unable to realise the benefit of the advice they have received. Guideway’s Implementation team supports both advisers and members, liaising with key stakeholders to case-manage implementation of recommendations, long after the initial advice has been provided.

 

Talk to Guideway

Direct Advice Services

While some of our super fund partners offer a full range of advice options, others have chosen to focus their efforts on a particular type of advice. Guideway can provide advice services direct to the fund’s members which complement the fund’s own advice offering. From general advice, scaled or intrafund advice or holistic, strategic advice, Guideway’s direct advice service can be provided over the phone or face to face, either Australia wide, or targeting those geographic regions where the fund itself might not have a strong physical presence.

 

Talk to Guideway

Consulting Services

Guideway can assist funds in navigating some of the challenges in supporting their members with quality, cost-effective advice. At the strategic level, Guideway can assist with service design or gap analysis, governance or licensee reviews and AFS licence applications or variations. From a day to day perspective we also provide Responsible Manager services, support with compliance, investment or product committees as well as practice management and adviser coaching support.

 

Talk to Guideway