Taking The Stress Out Of Super
43% of Australians have super in more than one fund, which simply makes no sense. Having super in more than one account means extra fees, more paperwork and more time monitoring which super funds are performing or not.
In some cases, people simply forget they have super in another fund. But for others, the difficulty in trying to work out where their super is and how to roll it over into one account becomes too much.
That’s where we can help.
Our team can take the hassle out of consolidating your super by finding funds where your super is held, evaluating which fund is best suited to your financial goals and lifestyle needs, and handling the rollover process on your behalf.
Although it take times to do, you’ll be better off in the long run.
Give us some details and we’ll call you
Kim and Sam Reduce Their Super Stress
One of our clients (let’s call them Kim and Sam) had lost track of their super after changing jobs with a number of companies and shifting home a few times.
Although they suspected their overall super balance was healthy, they were no longer receiving annual super statements and had no idea about the performance of the different super funds.
With the help of Better Path Kim and Sam were able to track down their lost super and decide which fund was the best to consolidate their super in.
Key Insight
Super contributions are compulsory so why not maximise the returns from your super by consolidating your super in funds that perform. Taking control of your super is the first step towards managing your money better. Better Path can help you take the stress out of super.
Disclaimer
General Advice Warning:
This material has been prepared for general information purposes only and not as specific advice to any particular person. Any advice contained in this material is General Advice and does not take into account any individual investment objectives, financial situation or needs. Before making an investment decision based on this advice you should consider whether it is appropriate to your particular circumstances. Hypothetical scenarios are based on assumptions and are not guarantee of any outcome in the future. Where the General Advice relates to the acquisition or possible acquisition of a financial product, you should obtain a Product Disclosure Statement (“PDS”) relating to the product and consider the PDS before making any decision about whether to acquire the product.
Better Path Financial Planning Pty Ltd is a Corporate Authorised Representative (No. 001265505) of IPraxis Pty Ltd (ABN 39 114 365 007), which is the owner of Australian Financial Service License No: 329337.
Other Advice Warning:
Before acting on any of the information presented here, please seek professional financial advice.