Financial Advisers

Requesting information

Financial planners can request information pertaining to an individual by emailing Super SA at

An authority from the member must be attached to the request unless Super SA already has a current authority on file. Financial planners can use the Authority to Release Information form (or their own equivalent).  

Authorities are valid for two years from the date of authorisation. Please note, a new authority will not be updated if the current one is less than 6 months old. 


Investment switching on behalf of your clients

Member investment switch forms have been decommissioned to streamline the switching process by moving it online. As a financial planner we realise you may need to submit investment switches on behalf of your client. 

Please download the forms here:

You can email the completed forms to


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Authority to release information to a third party form