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FIND LOST SUPER
Wherever your super happens to be, we can find it for you.
There is currently over 16 Billion Dollars of lost and unclaimed Super in Australia and on average 1 in every 3 Australians have lost super.
If you've changed jobs, done casual or part-time work, moved house or changed your name, then you could be one of the many Australians who have lost track of some super.
Start your free super search by calling us today.
SHOULD I CONSOLIDATE MY SUPER?
A lot of our clients have benefited from consolidating their super into one account. We can let you know what your options are and a few things to consider before you consolidate.
Before doing anything, we'll show you projections to see if there are any benefits of consolidating your super. That way you have all the information to make an informed decision.
THINGS TO CONSIDER BEFORE CONSOLIDATING
Are there any exit or withdrawal fees you need to look out for?
If you hold insurance in your existing fund and want to keep it, can it be transferred? Insurance cover is not automatically transferred when you consolidate.
Tax deductions: If you’ve made an after-tax contribution to the fund you’d like to move money from, you may be eligible to claim a tax deduction. You can only claim a tax deduction before exiting the fund.
WE CAN HANDLE THE WHOLE PROCESS
Our Advice Team have helped hundreds of clients consolidate their Super. We can take care of the paperwork and manage the process. We'll also let you know if there is anything else you can do to improve your finances.
It's a simple process and if we can't put you in a better position, or if you don't see value in our advice, there is no cost. For more information. call our Advice Team today.