Resources for advisors
Our shared goal is to help guide our members to where they want to be. Our 'resources for advisors' provide the information third party advisors need to understand our schemes and request information on behalf of a CSC member.
From time-to-time, qualified professionals who provide advice to CSC members—such as financial advisors, accountants or legal representatives—may request information on behalf of a CSC member. Here's what you need to know.
To request account specific information
If you are working on behalf of a member of one of CSC's schemes, we need written consent from them before you can access their personal information. You can provide this by:
- Having your client complete our Third Party Authority form; or
- Providing our member's signed authority instructions on your letterhead.
Then, send this information to CSC via email—contact details for each scheme are listed at the bottom of this page.
To speed up your access, don't forget to:
- Address the authority instructions to CSC
- Have the authority signed and dated by your client
- Have your client initial any changes
- Include your client's:
- CSC reference number
- Full name (including any middle name/s)
- Date of birth
- Address
- Contact number
- Ensure that the authority specifies who from your agency is authorised to access to your client's details.
A valid authorisation will remain in place indefinitely unless a timeframe is specified, or until authorisation is revoked verbally and/or in writing by your client.
What to expect from CSC
We will send through a confirmation once the authority has been saved to the client's account and:
- Where account information has been requested by an individual who is a listed authority, we will send them a run-down of the member’s account, plus some other useful information about their fund; or
- Where a generic reply address is provided that may be accessed by unauthorised people, we will provide general scheme information as well as instructions on how to retrieve information that is specific to the member’s account.
- Note: An initial response can take up to five business days to process from the date you send it.
Help us to help you
At CSC, our goal is to help guide our customers to where they want to be. Because you’re working on behalf of a CSC customer, we want to make sure we’re supporting you to provide the best possible outcome for them. We’ve set up a short survey for you to answer a few questions about your experience with the services we provide.
Begin surveyInvestment
How we invest
When we make decisions about investment, we make them with you in mind, whether it’s the principles we abide by, how we structure ourselves or what we invest in. Here’s how.
Find out moreHow do we perform
In this section you’ll understand the measures we put in place to achieve investment performance and help you to have the retirement you deserve.
Find out moreUnit prices & earning rates
What’s important to you is also what’s most important to us. When our investments grow, your super does too. That’s why we’re keeping track of it all, so you can feel at ease.
Find out moreInsurance and Invalidity
Eligibility for Insurance and Cover
When you join PSSap you might be eligible for lifePLUS auto cover. If you are eligible, your age and account balance will generally determine if you’ll need to opt in to get cover or if it’s switched on automatically. Here’s everything you need to know.
Find out moreProtecting your income
For most of us, work is how we cover the cost of living. If you have lifePLUS Income Protection and you are injured or sick, we’ve got you covered. It’s one less thing to worry about.
Find out moreDeath and Total and Permanent Disability
No matter what happens, you want to be sure you’re financially secure. Our Death and Total and Permanent Disability cover helps by protecting you and your family if you become permanently injured or ill, or if you die.
Find out moreMake a claim
We know that when you make a claim, it means something hasn’t gone quite right. At CSC, we try to make the process as simple and transparent as possible, giving you peace of mind every step of the way.
Find out moreRetirement
Income stream CSCri
Commonwealth Superannuation Corporation retirement income, or CSCri, is a more flexible way to access your super when you retire, giving you more freedom to receive your money when and how you need it.
Find out moreFamily & Beneficiaries
Your family is important and understanding how to protect them if the worst happens can give you peace of mind.
Find out moreMaximising super
Ancillary Membership
Ancillary memberships and accounts gives some of our customers’ access to more flexible contribution and investment options. Extra insurance cover may also be available through PSSap if applicable.
Find out moreTools
LIFEapp insurance calculator
The LIFEapp calculator uses some personal details and some financial details to determine how much death, total and permanent disablement (TPD) and Income Protection insurance you may need.
Find out moreSuper Finder
Find out moreADF Retirement modeller
Find out morePSSap Retirement modeller
Project how long your super might last in retirement with our interactive retirement modeller.
Find out more