The benefits of consolidating your superannuation investments cannot be understated. Not only can this save you precious dollars in fees, but it can also assist you in managing, tracking and planning for your retirement effectively.
We ensure we investigate each of your funds fully, prior to proceeding with consolidation. This will include:
- checking details of all fees associated with each of your funds
- checking on any termination fees which may be payable
- confirming details of any insurances which are attached to your superannuation fund
- whether or not your employer can contribute to your chosen fund.
These area all areas which can be easily overlooked should you choose to ‘do-it-yourself’, but they can make a big difference to your retirement goals if not dealt with effectively.Information on this site may be regarded as general advice. That is, your personal objectives, needs or financial situations were not taken into account when preparing this information. Accordingly, you should consider the appropriateness of any general advice we have given you, having regard to your own objectives, financial situation and needs before acting on it. Where the information relates to a particular financial product, you should obtain and consider the relevant product disclosure statement before making any decision to purchase that financial product.