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Nearly everyone has superannuation, however most people are unaware if their super fund is right for them.  

We can assist in:

  • Comparing your current fund against a range of alternatives based on the:

    • Fees

    • Past performance

    • Whether the asset allocation suits your age and lifestyle

    • Whether the investment allocation suits your ethical investment preferences (if applicable).

    • Whether a Self Managed Super Fund (SMSF) would be suitable for you

  • Determining whether you should be making additional contributions, relative to the benefits and disadvantages of your individual situation.

Typically, we can provide hundreds, if not thousands of dollars of fee & tax savings and give you peace of mind that one of your largest assets is in good hands.

Happy Friends


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