What is the Super Checkup Report?
Sometimes you can't see the wood for the trees, let us paint the real picture of your retirement.
Did you know that approximately 80% of working Australians may not have had advice on their super.
It's a hassle, right? Or, I'll do it tomorrow. Before you know it, years have slipped by.
If you were like Alicia on our front page, by doing nothing for a year she has just lost $6,540 in her retirement super balance (that's $126 per week).
Everyone is different but there are three things that can have a huge impact on your retirement super balance.
- Are you investing with the right Risk Profile?
- Do you need to make extra contributions to live in the style that you are accustomed to?
- Are there fees you don't need to be paying?
Our Super Checkup Report will let you see:
- Where you are now - reports on all your super accounts, no matter how many of them you have.
- The effect of changing your risk profile to one determined by you.
- The effect of making small extra contributions each week.
- The effect of eliminating any unnecessary commissions from your super.
- The impact of putting all your funds (if you have more than one) into the fund of your choice.
- Compare your current fund with five others of your choice.
- Plus, much, much more.
Once you've read the report you'll have a few options:
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Do nothing and stay in your current super fund(s).
Gold stars for you all around if you choose this option, you are all under control. Don't choose this option if it's just too hard to do something, tick a couple of boxes - making a change with AllMyFunds is really that easy.
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Consolidate your super funds (into your current main super fund).
Putting things all under one roof and not having people 'clip the ticket' along the way will ensure you reach your goal faster.
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Consolidate you super funds (into a new super fund).
Because sometimes something new is better all-round.
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Seek independent financial advice if your situation is super tricky.
