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Register as a
Hostplus adviser
Registering as a Hostplus adviser gives you access to your clients’ Hostplus account information – saving you from having to contact us to obtain that information. Here’s what you need to do to register for Adviser Online and SMI Adviser.
Two types
of registration
There are two types of registrations available to advisers, depending on the needs of your clients: the Adviser Online portal and the SMI Adviser portal. You can register for just one portal, or both, but you’ll need to register for each separately.
Adviser Online
Hostplus Adviser Online is your easy self-service client portal that’s available 24/7.
You can:
- view and download Centrelink schedules – NEW functionality
- view and download account profiles – NEW functionality
- view and export transactions including contribution history
- view a benefit quote on the member's account
- access resources and information you need.
SMI Adviser
Our Self-Managed Invest (SMI) Adviser portal simplifies the process of managing investment opportunities for your self-managed super fund clients. It’s easy to understand and work with, taking all the hassle out of administration, compliance and reporting. It allows you to:
- create and manage SMI applications
- view and transact on your clients’ SMI accounts
- generate reports to help with compliance requirements
- access adviser tools and resources
- enable SMI Xplan data feeds and application origination functionality.
If you are already registered, you can log in online to SMI Adviser Portal.
How to register
for Adviser Online
How to link your clients to Adviser Online?
To access your clients’ account information, you’ll need to submit a third-party authority form for each client. While we prefer you to use the Hostplus authority form, you’re welcome to use your own form if it includes the following:
- your client’s personal details including their Hostplus membership number (if known)
- your adviser details including your Australian Financial Services licensee information
- details of additional advisers in your practice that also require third-party access.
Need help?
For more information on registering with Hostplus, simply email us at advisers@hostplus.com.au. Or call us on 1300 467 875 (option 4) and we’ll answer any questions you might have.