Advice and education for your employees at no additional charge

Empower your employees to take charge of their superannuation with Rest’s online self-assessment financial advice service at no additional charge

Deb Potts, Group Executive of Employer and Industry Engagement

Superannuation often gets put into the ‘future me’ basket, to be looked at when employees are retired or close to it. But what if you intervened and encouraged your workers to be more proactive, so they can better enjoy the life they deserve in retirement?  

At Rest, we understand that super can be a complex topic that often gets put on the backburner. However, we also know that it is important for individuals to take charge of their super. While super is there to ensure employees are looked after in retirement, there are other ways in addition to the mandatory super guarantee payments you make that can assist them to make the most of their super. 

Anecdotally, we know that many members lack basic financial understanding around super; they’re busy getting on with their lives, and they’re not actively looking for financial advice or help. However, we offer our members financial advice - generally at no additional charge*.
For Rest members who are comfortable with getting financial advice over the internet, we have online advice topics available^ which is included as part of their membership.
 
Available now:
 
Insurance Needs – This is a tool that enables members to work out how much insurance cover they should have based on their unique needs, and it also flags other things they need to consider. This tool is a great for members who are considering their insurance coverage, with guidance on next steps.
 
Retirement Health Check - This is a calculator that does exactly what it says on the tin: it allows members to better understand their current position and how far away they are from reaching their desired retirement lifestyle. From here, members can seek further financial advice on how they can achieve their retirement goals.
 
Investment Choice – Exploring your investment options and find out which investment option is right for you. Making a choice that's right for you can make a big difference.
 
Contributions Optimiser – Our contributions optimiser will help you find the best way to contribute a little extra to your super. Adding a little extra now could make a big difference to your future.
 
Coming soon:

Super Health Check – This is an easy first step for members to sort out their super. No prior knowledge of super is required to use this tool, which produces a ‘Next steps’ checklist for those interested in seeking further advice.
 
If they prefer to talk to us, we have make it as easy as possible for members to access this service, by providing an online booking tool to arrange a phone appointment with a Rest Advisor.

By providing easy access to advice and education, you can help your employees thrive beyond the workplace and make better decisions with their superannuation and finances. These journeys, and further financial advice, can be found on the Rest website.





*Rest financial advice is provided by Rest Advisers as authorised representatives of Link Advice Pty Ltd ABN 36 105 811 836, AFSL 258145.

^Rest Online Advice is provided by Link Advice Pty Limited ABN 36 105 811 836 AFSL 258145.

As we have not taken into account your circumstances, please consider whether this information meets your needs. Go online for a PDS to consider before deciding. This information is provided by Retail Employees Superannuation Pty Ltd ABN 39 001 987 739 as trustee of Rest (Retail Employees Superannuation Trust ABN 62 653 671 394).

This website is provided by Retail Employees Superannuation Pty Limited ABN 39 001 987 739, AFSL 24 0003 (Rest), trustee of Retail Employees Superannuation Trust ABN 62 653 671 394 (Fund), of which Rest Super, Rest Corporate, Rest Pension and Acumen are part. It contains general advice that has been prepared without taking account of your objectives, financial situation or needs. Before acting on the information or deciding whether to acquire or hold a product, consider its appropriateness and the relevant Product Disclosure Statement (PDS), which is available on this website. The cost of providing financial services is included in the fees in the Fund as disclosed in the relevant PDS. Rest and the Fund do not charge any additional fees or obtain any commissions for the advice provided. Rest’s employees are paid a salary and do not receive any commissions. They may receive a performance related bonus that takes into account the financial services provided. Super Investment Management Pty Limited (ABN 86 079 706 657, AFSL 240004), a wholly owned subsidiary company of Rest, manages some of the fund’s investments. Apart from this, Rest does not have any relationships or associations with any related body corporate or product issuer that might reasonably be expected to be capable of influencing Rest in providing financial services.

Rest personal advice is provided by Rest Advisers as authorised representatives of Link Advice Pty Ltd ABN 36 105 811 836 AFSL 258145

Awards and ratings are only one factor to consider when deciding how to invest your super. Further information regarding these awards can be found at rest.com.au/about-rest/awards. Past performance is not an indicator of future performance. SuperRatings Pty Limited does not issue, sell, guarantee or underwrite this product. Go to superratings.com.au for details of its ratings criteria. For further information about the methodology used by Chant West, see www.chantwest.com.au