Do you know where your superannuation is currently managed and invested? Is it set up in the optimal way for you? Do you have more than one fund? Have you considered the benefits of a SMSF? Do you know how you and your spouse might benefit from splitting your super?
Many people are unsure whether their super fund is appropriate and haven’t undertaken a review of their super before. Some people have more than one super fund and are unsure into which to combine them. On the other hand, in some circumstances, it may be appropriate to retain multiple super funds for specific reasons.
We will help you navigate these decisions to provide you with greater control over your super and simpler paperwork. Better still, you will have clarity that the super fund we recommend is appropriate for your needs and life stage.