Centric Super - Information for Advisers

About Centric Super - An easy way to invest for retirement

Centric Super is a super fund designed to support customised investment portfolios for advised clients.

Offering superannuation, transition to retirement and pension products, Centric Super is accessible through the Centric Platform, meaning members can see and manage their entire wealth portfolio in a single, secure online portal.

Advisers can create customised portfolios from investments spanning a broad range of asset classes and investment choices (Centric Choice). They can also invest in multi-asset class models (Centric One) designed and managed by our experienced and respected in-house investment team. Learn more about Centric One here.

Members can access their portfolio anytime via their Centric Profile, the secure Centric Platform online portal. And Advisers have access to the feature-rich Centric Platform to seamlessly onboard members, make trades, download performance and transaction reports, bridge over to the member portal in a single click, and so much more.

Underpinning the Centric platform is a state-of-the-art technology ecosystem supported by a rigorous security framework.

Annual Member Meeting 2024 Invite

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Why Centric Super?

Wide range of choice to suit your needs

With Centric Super, have peace of mind that with our broad investment menu, you can access a choice of investments to suit your clients' needs and retirement savings goals.

Engaging user interface

Centric Platform's engaging user interface provides a holistic view of your clients' wealth with the ability to drill down into more detail and track your investments.

Consolidated reporting and administration

Centric Super provides the convenience of consolidated reporting and administration for your accounts, saving you time so that you can focus on your core priorities.

Key features at a glance

Customisable dashboard

Members and advisers can access the information they need easily and quickly.

Transact with ease

Advisers can onboard, place trades, elect corporate actions, get EFT & BPAY details and more.

Reporting

Run and export reports such as Portfolio Valuation, Portfolio Performance, Transaction Listing and more.

Centric One Investment Menu

In addition to our broad Centric Choice menu, our Centric One multi-asset class models are professionally constructed and managed.

White labelling

Advisers can use the Centric Platform's white label functionality to provide a branded service that improves the client experience and creates loyalty.