Forms and tools to help you

Advice materials

  • Fact finder
    An easy way to provide our advisers with your financial information
  • Risk profile
    A questionnaire to help determine your risk appetite for investments


Calculate your finances

  • AvSuper Radar (temporarily unavailable due to upgrade)
    Log into AOL to see your balance and projections in particular circumstances, such as adjusting your contribution rate
  • Budget planner
    Figure out where your money is going, and where you want it to go so you can meet your goals
  • Account based pension planner
    Look at how long your super may last, and how you can influence that timeframe
  • Retirement planner
    How much income you may have when you retire, and how some changes now can impact that final amount
  • Super or mortgage?
    Find out whether it suits you to put ‘extra’ money into your super account or towards paying off your mortgage


AvSuper forms

AvSuper Income Stream related forms

Note: Some of the above calculators are on the Government’s Money Smart website and AvSuper takes no responsibility for the accuracy of those calculators for your personal situation nor the security of that website. Please read all calculator assumptions and assess their relevance to you. We recommend that calculators are used purely as a guide and that professional financial advice is sought before making any financial decisions.

This information is of a general nature only and does not take into account your personal objectives, situation or needs. Before making a decision about AvSuper, you should consider your own requirements and the relevant Product Disclosure Statement (PDS). For a copy call us or visit the AvSuper website, AvSuper Pty Ltd (ABN 46 050 431 797, AFSL 239078) is the Trustee of the AvSuper Fund (ABN 84 421 446 069). Printed 21 September 2021.