Catholic Super

Catholic Super is an industry Superannuation Fund founded in 1971, open to all Australians and rooted in Catholic education, health, aged care and community services.

• Operates under trustee Togethr Trustees Pty Ltd (ABN 64 006 964 049, AFSL 246383) following its October 2019 merger with Equip Super, creating one of Australia’s larger funds run to return profits to members rather than shareholders.
• Offers accumulation and pension accounts, with death, disability and income protection insurance available through members’ super.
• Displays multiple SuperRatings Platinum awards and Chant West Gold ratings on its website, as published at the time of review.
• Has provided financial advice to members since May 2002, alongside retirement planning support across both saving and pension phases.

Best for: employees and employers in education, healthcare, welfare and aged care seeking a fund with more than 50 years of history and advice available in-house.

Catholic Super offers members a financial adviser service through MyLife MyAdvice, with an advice history dating back to May 2002 via CSF Financial Services Pty Limited.

• Advice covers insurance, retirement tax strategies, age pensions and Centrelink issues, saving for a first home, debt management and estate planning.
• The initial consultation is free with no further obligation; members who proceed receive a Statement of Advice prepared by a qualified planner.
• Ongoing advice continues as circumstances change, with the service reachable on 1300 655 002.

Best for: fund members approaching retirement who want personal advice on pensions, tax and Centrelink entitlements without paying for an initial consultation.