Information for advisers

What you need to know


Your clients’ Mercer Business Super accounts are now ready


Great news – on 20 March 2026, your clients with a Mercer Super Trust – SmartSuper plan or Mercer SmartSuper Plan were transferred to Mercer Business Super. 

The limited service period has ended and your clients’ new Mercer Business Super accounts are all set up.

 


What's next?


Your clients’ new Mercer Business Super accounts are ready to go.

Your clients can now login to view their new Mercer Business Super account in the member portal using their existing login details.

Your clients will receive a welcome communication in April with their new account details and transfer statement.

Don’t forget to review your Third Party Authorities, to check if they will continue or if a new form is required.

Find out more below.


Frequently Asked Questions (FAQs)
 

Below are some frequently asked questions for advisers. We also have frequently asked questions for your clients transferring to Mercer Business Super.

  • Where can I view a copy of the member notice?

    In February, we wrote to your clients to give formal notice of the transfer. You can view the sample notices below:

    Individual section

    Mercer SmartSuper Plan (Individual section) – with insurance

    Mercer SmartSuper Plan (Individual section) – without insurance

    Employer plans*

    Mercer SmartSuper and Mercer Super Trust – SmartSuper (Employer Section)

    We’ve also provided these clients with access to a dedicated member information hub.

     *If you have clients who are members of Haleon Australia Pty Ltd or Royal Automobile Club of WA employer plans, you can get a sample of their notice by calling us on 1800 682 525 (select option #1), Monday to Friday, 8am – 7pm (AEDT).

  • What will my clients receive in April?

    In April, your clients will receive a notice with their new account number, member number, USI, BPAY® details and access to their Transfer Statement, which includes key information such as their transaction history from 1 July 2025 to the Transfer Date.

  • Which plans were transferred?

    Clients in the following existing plans were transferred to Mercer Business Super:

    • Mercer SmartSuper Plan USI: 19905422981888
    • Mercer Super Trust – SmartSuper (Individual Section and Employer Section) USI: 19905422981999

  • Why were they transferred?

    As part of our ongoing commitment to make managing super easier for you and your clients, we’re moving all Mercer Super plans to a single, modern technology platform.

    On 20 March 2026, your clients with a Mercer Super Trust – SmartSuper plan or Mercer SmartSuper Plan were transferred to Mercer Business Super.

    The move will make it easier for you and your clients to find key account information like unique superannuation identifiers (USIs).

  • What has changed on my clients’ accounts?

    Here’s a quick rundown of some of the changes. You can read the formal notices sent to transferring clients for full details.

    What has changed? What stayed the same?

    The main changes include:

    • Cost of insurance cover
    • Insurance terms and conditions
    • New super plan
    • New account number
    • New member number
    • New BPAY details
    • New unique superannuation identifier (USI)

     

    There are no changes to:

    • Investment options
    • Beneficiary nominations
    • Powers of attorney
    • Online account and log in details
    • Access to the same Mercer Super services and online tools 

     

  • Are there any changes to insurance?

    There are some changes to insurance cover as a result of the transfer to Mercer Business Super. You can find out more in the formal notice sent to transferring clients or visit our insurance page.

  • Are there any changes to fees and costs?

    For most members, fees will stay the same for their Mercer SmartSuper Plan or Mercer Super Trust – SmartSuper account, and their new Mercer Business Super account. Some members will see a change in asset-based administration fees due to the transfer. If any of your clients’ fees changed, we provided details in their member notice in February.

  • Are there any changes to investments?

    No. Your clients will continue to have access to the same investment menu, which includes Mercer SmartPath®, the MySuper product for Mercer Business Super.

  • Do I need to update Third Party Authorities?

    This will depend on the date each client’s Third Party Authority (TPA) was executed.

    TPAs dated at or prior to 31 March 2024 TPAs dated from 1 April 2024 onwards

    Will no longer apply in the new account.

    You can:

    1. Submit a new TPA form for their current account, which will need to be received before 11 March 2026, or
    2. Submit a new TPA form for their new Mercer Business Super account after the transfer.
       

    View TPA form

    		 Will remain in place with existing terms maintained. 

  • What about financial adviser fee arrangements?

    Your existing adviser fee deduction has been transferred across to your clients’ new Mercer Business Super accounts. However, Mercer Business Super has a different method of calculating adviser fees. If you have a fee deduction in place, refer to our email dated 16 March 2026 for more details.

Call us

Need help?


Thank you for your patience during the transfer. If you’ve got any questions, call us on 1800 682 525 (select option #1), Monday to Friday, 8am – 7pm (AEDT). We’re here to help.

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Important information

Issued by Mercer Superannuation (Australia) Limited (MSAL) ABN 79 004 717 533, Australian Financial Services Licence #235906, the trustee of the Mercer Super Trust ABN 19 905 422 981 (‘Mercer Super’).
Any advice provided is of a general nature and does not take into account your objectives, financial situation or needs. Before acting on any advice we recommend you obtain your own financial advice and consider the Product Disclosure Statement available at mercersuper.com.au. The product’s Target Market Determination setting out the class of people for whom the product may be suitable can be found at mercersuper.com.au/tmd. ‘MERCER’ and Mercer SmartSuper® is an Australian registered trademark of Mercer (Australia) Pty Ltd ABN 32 005 315 917.

BPAY® is a registered trademark of BPAY Pty Limited ABN 69 079 137 518.