How to register for the Member Direct investment

Transcription

How to register for the Member Direct investment
Member Direct investment option fact sheet
How to register for the Member
Direct investment option
AustralianSuper’s Member Direct investment option gives you access to S&P/ASX 300 shares,
Exchange Traded Funds (ETFs), term deposits and many more features. You must be an
AustralianSuper member with at least $10,000 in your account to register.
How do I access
the Member Direct
investment option?
Registering for the first time
You follow a three step log-in process to register for the Member Direct online platform
for the first time. These steps are described in detail overleaf.
You access the Member Direct
investment option through an
online platform. The Member
Direct online platform is
separate to your online
AustralianSuper account
so you need to register and
create a new log in.
Step 1
Step 2
Step 3
Log into your online
AustralianSuper account
Log into Member Online
Register for the Member
Direct online platform
This is your starting point
for your AustralianSuper
account. It’s where you:
Your online AustralianSuper
account will direct you to
Member Online when you:
Once registered, you can
use this platform to:
••
View your super
account
••
Make an investment
choice
••
Access calculators
and tools
••
Update your
beneficiaries
••
Access forms to
manage your super
••
Invest in shares, ETFs
and term deposits
••
Switch between
investment options
••
Access market
research and
company analysis
Future visits
Once registered, you can access the Member Direct online
platform by:
www.australiansuper.com 1300 300 273
••
Bookmarking the Member Direct online platform page
••
Logging in to your online account at www.australiansuper.com
and clicking on the ‘Login to Member Direct’ button
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Member Direct investment option | How to register
Member Direct investment option fact sheet
Follow these steps to register for the first time
Step 1 – Log in to your online AustralianSuper account
www.australiansuper.com and
1 Visit
click Log in. If you haven’t set up
1
your new online account select the
‘first time users register here’ link
under the Login button
you’ve logged in to your
2 Once
online AustralianSuper account
the ‘My Account’ page will
appear. Click on ‘Update my
super investments’ on the left
hand navigation menu. If you’re
an ASX200 member a ‘Register
for Member Direct’ button will
appear on this page.
2
‘Update my super
3 The
investments’ page will appear.
Scroll down the page and click on
the ‘Register for Member Direct’
button
You will now be transferred to Member
Online where you’ll need to log in again.
This extra step helps us to authenticate
your account.
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www.australiansuper.com 1300 300 273
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Member Direct investment option | How to register
Member Direct investment option fact sheet
Step 2 – Log in to Member Online
your member number and
1 Enter
password. If you’ve forgotten
your Member Online password or
don’t have one, click the ‘Need a
password’ button
1
you’ve logged into Member
2 Once
Online, click on ‘Investments’ on
the side navigation menu then click
on the ‘Member Direct’ sub-menu
underneath.
2
‘Member Direct investment
3 The
option’ page will now appear.
Click on the ‘Register for Member
Direct’ button
You will now be transferred to the
Member Direct online platform where
you can set up your Member Direct
account.
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www.australiansuper.com 1300 300 273
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Member Direct investment option | How to register
Member Direct investment option fact sheet
Step 3 – Register for the Member Direct online platform
are now at the ‘Welcome
1 You
to AustralianSuper’s Member
Direct investment option’
page. Click on the ‘Register’
button.
1
‘Confirm your details’
2 The
screen will appear. Enter and
confirm your email address
and create your user name
and password
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Member Direct investment option | How to register
Step 3 – Register for the Member Direct online platform cont.
‘Cash transfer’ screen
3 The
will appear. You need
to transfer in at least
$200 from your other
AustralianSuper option/s
into your Member Direct
transaction account. If
you’re already an ASX200
member you skip this step
and go straight to step 4.
3
‘Read and accept
4 The
terms and conditions’
screen will appear. Read
the terms and conditions
and press ‘Yes’ if you
accept them.
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Member Direct investment option | How to register
Step 3 – Register for the Member Direct online platform cont.
You’re now ready to explore the
features of the Member Direct
online platform and buy and sell
shares, ETFs and term deposits.
Who can invest in the Member Direct option?
Need help?
You must be an AustralianSuper member with $10,000 or more in your
account and you must keep a minimum of $5,000 in one or more of
AustralianSuper’s PreMixed or DIY Mix investment options.
If you have any
problems registering
or logging in to the
Member Direct online
platform, please call us
on 1300 300 273.
If you’re not an AustralianSuper member you can join by visiting
www.australiansuper.com and selecting ‘Open a super account’
or calling us on 1300 300 273.
Important information: This document was prepared by AustralianSuper in November 2011. This document is of a general nature and does not take into account
your personal objectives, situation or needs. Before making a decision about AustralianSuper, consider your financial requirements and read our Product Disclosure
Statement, available at www.australiansuper.com/tools or by calling 1300 300 273. AustralianSuper Pty Ltd ABN 94 006 457 987 AFSL 233788, Trustee of
AustralianSuper ABN 65 714 394 898. Industry SuperFund logo used with permission of Industry Fund Services (IFS). This consent had not been withdrawn at
the date of publication. Investment returns are not guaranteed as all investments carry some risk. Past performance gives no indication of future returns.