Third-party authorities with Rest Super

Does Rest Super require its own form?

Has its own form but does NOT strictly mandate it. Rest's published third-party representative page states it accepts EITHER the prescribed 'Rest Third Party Authority form' OR a generic written authority, provided the written authority contains: member full name, member date of birth, member number, member signature and date, plus the full name and address of the company/solicitor if completed by a company or solicitor. (Published in the claims/third-party context at rest.com.au/insurance/claims/third-party-authority; acceptance of generic letters for general account enquiries is consistent with this but not separately documented.)

Form details

Form: 'Third party authority', code 1477.5 03/26 ISS8 (issue 8, revised March 2026 — current), 4 pages. URL: https://rest.com.au/rest_web/media/documents/tools-advice/resources/forms/third-party-authority.pdf (mirror: https://rest.com.au/new-document-library/forms/member/third-party-authority.pdf). Requires: member number, DOB, full personal details; nominated representative section 2a for business/company reps captures company name, AFSL number, and an option to nominate ALL staff of the company. Signature: member must sign AND date — the form states it is invalid without both; it is designed to be scanned and emailed (wet signature scanned; no statement that typed/e-signatures are accepted — unverified). No ID certification required to lodge the form itself, but third-party reps handling claims must meet Rest's Proof of Identity standards, and Rest/its insurer may run identity checks on the nominated rep before disclosing claim information. Expiry: member ticks one of three terms — valid 12 months from signing (the default if nothing else applies), valid until revoked in writing, or a custom expiry date. The authority is information-only: it explicitly does NOT permit the representative to change member details or transact. A new nomination REPLACES any existing third-party nominations on the account.

Where and how to lodge

Primary published channel: email the signed form (plus attachments) to contact@rest.com.au — this is printed on the form itself. Digital: Rest Financial Adviser Portal on the AAS/MUFG 'Adviser Online' platform (https://adviser.aas.com.au/login/rs) with a dedicated digital TPA workflow at https://rest-adviser-tpa.linkgroup.com/ (same Link Group/MUFG TPA engine Cbus and Hostplus use). Postal (general/trustee correspondence): Rest, PO Box 350, Parramatta NSW 2124. No fax channel published. Which channel processes fastest is unverified, though the portal TPA workflow is the purpose-built adviser channel.

Published turnaround

No published turnaround/service standard for third-party information requests (unverified). Published complaint standards only: acknowledgement within 1 business day; resolution within 45 calendar days (90 days for death benefit complaints).

Watch-outs

(1) Default 12-month expiry: unless the member ticks 'valid until revoked in writing', the authority silently lapses 12 months after signing — a prime cause of advisers discovering mid-engagement that Rest won't talk to them; SuperChase should capture which term box was ticked and diarise expiry. (2) One-nomination-at-a-time: the form's declaration states the new nominated representative REPLACES any existing third-party nominations — lodging a TPA can inadvertently wipe another authorised party (e.g. the client's accountant or lawyer). (3) Form invalid without both signature AND date — stated on page 1; an undated signature is a rejection. (4) Information-only: no transaction or detail-change power, so every action still requires the member. (5) Insurance claims are administered by insurers TAL Life or AIA Australia, who run their own identity checks on the nominated rep before releasing claim information — expect an extra verification loop on insurance matters. (6) Named absent from the April 2026 FAAA/Chant West adviser-ready list, and no external advice fee deduction from accounts — adviser servicing is not a strategic priority, consistent with reported industry-fund adviser frustrations (lost authorities, no adviser help lines). No fund-specific adviser-forum turnaround complaints located (unverified).

If they go quiet

Lodge via: email contact@rest.com.au with 'Complaint' in the subject line (include member number, full name, contact details, complaint and desired outcome); live chat Mon–Fri 8am–8pm / Sat 9am–5pm; phone 1300 300 778; or post to The Trustee Services Officer, Rest, PO Box 350, Parramatta NSW 2124 with envelope and letter marked 'Complaint'. Commitments: acknowledgement within 1 business day, written IDR response within 45 days (90 days for death benefit complaints). Escalation: AFCA — 1800 931 678, info@afca.org.au, afca.org.au. IDR page: https://rest.com.au/why-rest/about-rest/contact-us/lodge-a-complaint

Under s1017C of the Corporations Act, a trustee must make reasonable efforts to comply with an information request within one month. If Rest Super exceeds its own published standard, a formal internal-dispute-resolution complaint starts a 45-calendar-day clock under ASIC Regulatory Guide 271 — with AFCA as the next stop.