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Superannuation is a vehicle we have in Australia to support the ability to self fund our retirement once we reach this respective position in our life.

As a result, it is extremely important to ensure that it is working most effectively for us in respect of fees, returns, and in most cases, consolidating all funds into the most advantageous fund to suit our risk profile and needs.

Whether it be an Industry, Retail, or Government fund, Acquire Strategic Advisers can assist you with reviewing your fund to ensure it meets your desired requirements and to educate you on how to identify particulars on your statement when these are received in the mail.

Due to recent legislative changes, the minimum obligation required by employers is set to increase to 12% gradually stepping annually from 2013 to 2020, which will further support the ability to increase the value of our super leading into retirement, providing that our fund is reviewed regularly to ensure optimum performance.

Some questions worth asking in respect of your superannuation may be as follows;

  • Have I had my superannuation reviewed by a qualified adviser in the past 12 months?
  • Do I have more than one active fund, and therefore need to seek advice on how to appropriatly consolidate multiple super accounts?
  • Which is an appropriate fund for myself and my financial needs?
  • Am I currently with an appropriate fund in the market?
  • Am I paying unnecessary fees?
  • How is my super performing at present?

If you have any queries relating to some of the questions above, please call us immediately to make an appointment and assist you with your needs.

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