Link to Superannuation account | Voters

Link to Superannuation account

no short term plans

Lana Ha

To be able to see your Super balance, allocation, and how that contributes to my overall portfolio.

October 26, 2020

Pasqual Carstens

Merged in a post:

Link to Super

Emma

The ability to link directly to super accounts for real time monitoring so we can have a wholistic view of investments in one place.

August 30, 2024

Joel Green

plz

Hayden Smith

Merged in a post:

Add Aware Super as an available institution to link

AshleighWitt

I'd really love to be able to link my super account. Aware super is what most public hospitals use for their staff so I think there would be many members who'd also use this

July 9, 2023

Hayden Smith

Merged in a post:

Integrate with Class Super

Nick Buckley

Provide data feeds to Class's SMSF and personal cloud based software solutions to portfolio management

July 9, 2023

Hayden Smith

Merged in a post:

Superannution Account Integration

JakeLazenby

Ability to link superannuation accounts to enable displaying an up-to-date (“live”) super balance on Pearler as part of my current total net worth.

I have seperate long term financial targets for both my superannuation value and my personal portfolio value, it would be nice if my current super balance could also be displayed as a % of a target super balance, as is currently done with my portfolio balance.

July 8, 2023

Peter Ferris

This one is critical. Pearler is positioning itself as arguably one of the better apps for investments, auto investing, wealth tracking. To have the ability to be able to add in your super balance, or better still add an option for those that aren't integrated where a user can key in their superannuation balance as a static figure and you can set a monthly or quarterly reminder to update it. Gives you that overall view.

Hayden Smith

marked this post as

no short term plans

Going to move this one to no short term plan. We don't have a clear path forward here. We might be able to get a few adhoc funds up depending on APIs or 3rd party services, but to do this at scale is harder.
We don't have the commercial relationships nor the tech to do this right now, and it's all based on screen scraping anyway. So it's sometimes unreliable, and relies on 2FA never being enabled.
We will keep exploring. This one matters to us too.

Hayden Smith

marked this post as

planned

Hoping to tackle this sometime in next 6 months - a few moving cogs on this topic, will update in 2022. Something I'd personally love a lot, too!

Matt

+1 to provide better links to super and/or ways to track super info as part of your porfolion. It would be good to be able to include super based on public unit prices published by funds plus be able to specific contributions to super vs. value so you can track growth. Also being able to add to target portfolion would be good to track rebalancing etc.

Emma

+1 to this. It would be really handy when you want to re-balance. As people with larger balances usually do this by taking super into account in the calculations

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