smartMonday provides comprehensive Australian superannuation plans, pension accounts, and a dedicated Adviser Portal for managing client retirement savings.
smartMonday is an Australian superannuation and retirement solutions provider, offering a range of financial products including the smartMonday PRIME TESF Superannuation Plan and specialized executive plans.
For financial professionals, smartMonday features a comprehensive Adviser Portal that allows registered advisers to securely manage, view, and act on behalf of their clients. Members and advisers can efficiently track active investments, manage rollovers, monitor contribution limits, and handle insurance cover parameters and transaction histories.
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You can use the 'Forgot your password?' link on the log-in page at adviser.smartmonday.com.au to reset your password. Follow the instructions provided to set a new password.
The data within the Adviser Portal is updated daily.
No, clients without an active authority recorded against their smartMonday account will not be visible for viewing or management in the portal.
For questions about member accounts or the Adviser portal, call the customer contact center on 1300 614 644 from 8.30 am to 5.00 pm (AEST/AEDT), Monday to Friday, or email enquiry@smartmonday.com.au.