HOW IT WORKS

Understanding TheSuperReview Process

Knowing what happens next can make all the difference.

Improve My Super provides a simple pathway for Australians to connect with authorised financial advisers who can review their superannuation and explain their options.

Our role is straightforward, transparent and designed to give you confidence before making any financial decisions.
HOW IT WORKS
Which Superannuation fund are you currently with?

BT Super

Hesta

Mine Super

Hostplus

Prime Super

QSuper

IOOF

Amp

ART

Rest

ANZ

Care Super

Uni Super

Aware Super

Mercer Super

CFS

Essential Super

Equip Super

BUSSQ

MLC

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Brighter Super

Other

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Step 1 of 5

THE COMPLETE PROCESS

Your Super Review Journey

Step 1

Submit Your Enquiry

Complete our online enquiry form.

We'll ask for:
  • Current super fund
  • Approximate balance range
  • Main priorities
  • Age range
  • State
  • Contact details
The form typically takes around two minutes to complete.

Submitting your enquiry simply gives an authorised financial adviser permission to contact you regarding your enquiry.
Step 2

Identity Verification

Before your details are shared with an authorised financial adviser, identity verification may be required to comply with Australian anti-money laundering legislation.

This may involve documents such as:
  • Driver licence
  • Passport
  • Medicare card
Your information is handled in accordance with our Privacy Policy and Australian Privacy Principles.
Step 3

Introduction To An Authorised Adviser

Once verification has been completed, your enquiry is referred to an authorised financial adviser operating under Lifestyle Asset Management Pty Ltd's Australian Financial Services Licence (AFSL 288421).

At this point, Improve My Super's role is largely complete.

We simply facilitate the introduction.
Step 4

Your Super Review

Your adviser will discuss your existing superannuation, including topics such as:
  • Fees
  • Insurance
  • Investment options
  • Performance
  • Multiple super accounts
This conversation helps the adviser understand your circumstances before any personal recommendations are considered.
Step 5

Your Decision

Once you've received all the information, the decision is entirely yours.

You may:
  • proceed
  • take time to consider
  • seek another opinion
  • decide not to continue
There is no obligation to proceed after your initial enquiry.
WHY IT MATTERS

A Clear Process Helps You Make Better Decisions

Financial decisions shouldn't begin with pressure.

They should begin with understanding.

Our role is to make sure you know exactly what happens throughout the referral process, who you'll be speaking with, and where Improve My Super's responsibilities begin and end.

That way you can make informed decisions with confidence.
Real Customer Experiences

What Our Customers Say

Read about the experiences of people who have used Improve My Super to start an enquiry about their superannuation.
Namoi Oliver
a year ago

Cody and the team were fantastic going through the process of looking into my super fund and seeing what they could do for me. It fantastic to know that they will be helping me with advice in the future

Liandra Rae
a year ago

I strongly recommend Maddie and the team at Wise Investment, I am had extremely pleasant experience with them! I contacted them feeling very stressed and overwhelmed about my Super and they were very professional and I was surprised by how easy the process was! Would 100% recommend them to my friends and family.

Monica Niemann
a year ago

Cody & Tracey where both very good explaining my superannuation & where I can benefit from having more money to retire when the time comes. They were friendly & I understood what they were talking about & given good explanations

Isobel MacFarlane
a year ago

Had a really great experience with the team here, they made everything easy to understand and got things sorted for me so efficiently - have already recommended you guys to my family and friends!

Keelie Radford
a year ago

You couldn’t be in better hands! Super Professional while still treating you like a person! They actually care! Couldn’t recommend more!

frequently asked questions

Questions About Improve My Super

Find clear answers about submitting an enquiry, how the referral process works, what happens to your information and what to expect after requesting a superannuation review.
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5-Star Reviews

1,000+ Satisfied Customers

Read about the experiences shared by previous users of the service.

Yes. There is no cost to submit an enquiry through Improve My Super.

Once we receive your enquiry, we'll connect you with an authorised financial adviser who can discuss your circumstances and explain the review process. There is also no obligation to proceed beyond your initial enquiry.

No.

A superannuation review doesn't automatically mean changing funds. The purpose of the review is to help you better understand your current superannuation, including areas such as fees, insurance, investment options, or multiple accounts.

If personal financial advice is appropriate, any recommendations will come from an authorised financial adviser after assessing your individual circumstances.

In most cases, you'll only need:

  • Your current super fund (if known)
  • Basic contact details
  • Any questions or concerns you'd like reviewed

If additional information is required, the authorised adviser will explain what is needed during the review process.

Depending on your circumstances, a review may include:

  • Superannuation fees and costs
  • Insurance held within your super
  • Investment options
  • Multiple or lost super accounts
  • Retirement considerations
  • General understanding of your current super arrangements

The exact scope of the review will depend on your individual situation.

Improve My Super does not provide personal financial advice.

Instead, we connect Australians with authorised financial advisers who are licensed to provide personal financial advice under an Australian Financial Services Licence (AFSL).

If personal advice is provided, it comes directly from the authorised adviser—not from Improve My Super.

Improve My Super receives a fixed referral fee from the adviser's practice when an enquiry is successfully referred.

This referral fee:

  • is not based on your super balance
  • does not depend on whether you change funds
  • is not influenced by any recommendation made by the adviser

The adviser remains responsible for providing advice that is appropriate to your circumstances and is legally required to act in your best interests.

The timeframe varies depending on your circumstances and the information available.

Once your enquiry has been received, an authorised adviser will contact you to discuss the next steps and explain the review process.

Yes.

If you've changed jobs over the years or think you may have multiple super accounts, the adviser can discuss options for identifying lost or inactive super as part of your review.

The process will depend on your individual circumstances and the information available.

Improve My Super is not a superannuation fund or financial institution.

We help Australians connect with authorised financial advisers who can review their superannuation and, where appropriate, provide personal financial advice tailored to their circumstances.

Our goal is to make it easier to understand your super and connect you with the right professional when advice is needed.