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It’s in everyone’s interest to look into their super periodically. We lift the hood on your super by providing a free review.
If you are working or have worked as a regular or full-time employee, then that means you have a super fund. Most people don’t elect their own fund and have their employer set up the fund for them. The result is commonly a “default setup.” These setups can underperform.
After the fact finding process, our partner financial advisers help you find opportunities for improvement by putting your current setup side by side with alternatives. Our partner financial advisory firms all operate under an AFSL and offer you risk-free advice tailored to you.
After reviewing your super most people find that they haven’t really started their own retirement plan. Many feel that this is either an annoying process or one that doesn’t need to start until they are in their 50’s. As for the best time to start – the earlier the better.
It’s easy to lose track of a fund setup by a previous employer. This is one reason why we partner with AFSL registered financial advisers. They can track down your lost funds.
We find that most people have multiple funds. This means the majority of the people we speak to are paying multiple sets of fees. At a minimum, we validate this fact and give you the information you need to make the right decision for you.
You wouldn’t hire a plumber to do electrical work. So don’t ask an accountant to do superannuation work. Same industry, different specialisation. Just SMS and our partners are dedicated to superannuation and retirement planning. Go with the experts.