Border Express Benefits Plan - Advice and Information

The financial advisors to the plan are there to help you get the best from the Border Express Benefits Plan. Superannuation, investment and insurances are complex issues and it is important to have financial advisers who know the Benefit arrangements and can assist you to identify your needs.

Who are the Financial Advisers?

All advice is provided through Wealthsure Financial Services, an Australian financial services licensee (238030), of whom you would mainly deal with Paul Tynan, CFP, of Opal Financial Advice.
Financial Services Guide

What support do they offer?

Your fund adviser will attend most work sites at least twice each year to help you understand and manage your account. Notice is provided around 2 weeks before a "Site Visit". Of course you can always call the service number - 1300 668 600 - for immediate help in business hours.

They can help you with information in relation to;

• investment options in the plan,
• insurances and your needs,
• retirement funding and planning,
• moving money in and out of the fund,
• nominating the beneficiaries of your super account,
• savings plans,
• super contributions, and
• tax savings through salary sacrifice.

More comprehensive financial planning services can also be provided on a fee-for-service basis.

Accessing the Services

The plan advisers can be reached on 1300 668 600 or click on the following email link Service for Borders People.  Mail address: PO Box 1091, LAVINGTON NSW 2641.  You will be advised of sites visits from time to time where you can meet face to face with one of the advisers.

Member Account Information

More information on your account is available directly from the Spectrum Master Fund website. If you have a log-in, go to this link and enter your log-in details. If you haven't arranged login-access yet then call Spectrum Master Fund on 1800 333 500.