About Us

- Millennium3 Financial Services Pty Ltd

Millennium3 Financial Services Pty Ltd (ABN 61 094 529 987) (AFSL 244252) is one of the largest life insurance and superannuation adviser groups in Australia and their practice now encompasses over 300 independent businesses throughout Australia.  The purpose of Millennium3’s business is to provide professional services to the financial services sector including accountants, financial planners, life insurance brokers, general insurance brokers, and finance brokers.  Millennium3’s objective is to maximise the financial well being of their clients by providing quality service and advice in a cost effective and professional manner.

Millenniums3's superannuation administration practice is a joint venture between Millennium3 Financial Services and the ESP Group Pty Ltd (ABN 36 074 905 061), a specialist superannuation administration services company.  We currently provide services to more than 700 employers; 30,000 members; with in excess of $100 million in funds under administration across all superannuation funds.

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News

Freeze on Challenger Howard Wholesale Mortgage Fund

Challenger Investments, the Responsible Entity for the Howard Wholesale Mortgage Trust, have announced an amendment to the rules on withdrawals from the Trust. The effect of these rules is that members are temporarily unable to switch out of, or redeem units held in, the Howard Wholesale Mortgage Fund

Investment Market Volatility

Investment Market volatility is still a factor in investment returns and is having an impact on portfolio performance.  Learn more

2007/08 Annual Statements

We have added an FAQ page to assist with any questions about your Annual Statements.  A copy of the Annual Report can also be downloaded from your Forms pag

See the Tax Thresholds for 2007/08

The ATO has released the numbers for the 2007/08 financial year

Update your investment choices online

We now offer a facility for you to update your investment profile and options online


Learn about the Co-Contribution

This is a federal government initiative to help low income earners build a bigger retirement nest egg


Choice of Fund - what it means for Employers and Employees

Many working Australians now have a say in where their employers contribute to


Locate Your Lost Super Accounts

The Australian Taxation Office has made available a search facility to help members find lost accounts. Learn more


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