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

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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.