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Asteron launches new online reporting tool for super fund members

 

Get updated account information. Download a report in seconds!

Asteron has introduced a new online reporting system, which means you can now download a snapshot of your superannuation account.

You can still order an interim statement, but the new online reports contain most of the information you need, and they are available instantly.

The online reporting tool is fast and easy to use, and is available for most of Asteron’s superannuation products. Download reports which include information on:

  • Your account balance and rate of return
  • Any insurance cover through your super fund
  • Your investment portfolio
  • Investment performance and asset allocation
  • Your beneficiary details
  • Transaction details
  • Benefit entitlements
  • Personal details including whether you have provided your TFN
  • Superannuation lump sum components (super only)

Advisers - you can also view and print client listings, which summarise your client portfolio by product.

The information within the reports is based on the latest available unit price.

To help you get started, read the short user guide attached. For further assistance, please contact us on one of the numbers listed below.

Members

Client reporting system user guide - Members

If you need any assistance, please contact Asteron Client Services:

  • If you are a member of Optimum or Wealthstar - 1800 819 499
  • If you are a member of Optimum Corporate for Standard Pacific - 1800 232 001
  • If you are a member of Connelly Temple, Partnership or Workforce - 1300 361 755

Advisers

Client reporting system user guide - Advisers

If you need any assistance, please contact your Asteron Business Development Manager or Asteron Client Services, Monday to Friday, 8.30am-6.30pm (Sydney time), on 1800 819 499.

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Asteron Life™ is committed to providing customers with long term financial security. We provide life insurance products including Income Protection Covers, Trauma Cover, Total & Permanent Disablement (TPD) Cover, Life Cover and Business Expenses Cover. To obtain a copy of our privacy statement, please contact us on 1800 221 727 or visit the following website www.asteronlife.com.au/privacy to view or download the policy.

Asteron supports and adheres to the Life Insurance Code of Practice (Code). The Code has been developed voluntarily by the Life Insurance industry through the Financial Services Council to promote high standards of service to consumers, provide a benchmark of consistency within the industry, and establish a framework for professional behaviour and responsibilities. Download the Code here. For more information contact the Financial Services Council on (02) 9299 3022 (local call cost), email info@fsc.org.au or visit www.fsc.org.au

© Asteron Life & Superannuation Ltd ABN 87 073 979 530 (Asteron). Registered Office, Level 16, 363 George Street, Sydney NSW 2000

Asteron Life & Superannuation Limited ABN 87 073 979 530, AFSL 229880 (Asteron) is part of the TAL Dai-ichi Life Australia Pty Limited ABN 97 150 070 483 group of companies (TAL). Suncorp Portfolio Services Limited ABN 61 063 427 958, AFSL 237905, RSE Licence No L0002059 (SPSL or Trustee) is part of the Suncorp group of companies (Suncorp). SPSL is a related body corporate of Suncorp Group Limited ABN 66 145 290 124 and Suncorp-Metway Limited ABN 66 010 831 722 (Suncorp Bank) (Suncorp). This product is not a bank deposit or other bank liability of the Suncorp Bank. The obligations of the different entities of TAL and Suncorp are not guaranteed by other entities