Financial advice

LUCRF Super offers personal financial advice that you can trust.

We are one of the first industry super funds to obtain our own financial advice licence, which allows us to expand our services to members and employers in a more cost-effective and relevant way.

All our advisors are fully qualified professionals that are employees of LUCRF Super and do not receive commissions. This means that we are genuinely committed to helping you with advice on a range of different areas including investments held outside superannuation.

Our professional financial advisers can assist you with:

• Transition to retirement strategies
• Pension arrangements
• Centrelink entitlements
• Insurance needs
• Estate planning
• Short-term savings goals
• Preparing a budget
• Investments and member investment choice
• Minimising tax, and much more!

Simple advice regarding super and pension options is generally free of charge. Other types of advice may incur a fixed fee. Any fees will be agreed to upfront, prior to any advice being given.

If the advice is relating to super, any fees may be deducted from your super account. However, advice not relating to super cannot be deducted from your super account and you will be invoiced directly.

If you want to know more about our advice services, please call us on 1300 130 780 or request a visit.