1 Super Essentials
7 Steps
- Evaluate how you feel about your fund and whether you’re satisfied with it.
- Consider whether the fees you have discovered are reasonable.
- Think about whether the investment options it offers are right for you, and if the investment performance of the most suitable option is competitive.
- Assess whether the available insurance cover is what you need, and how the insurance costs compare with similar funds.
- Evaluate how your fund’s customer service stacks up.
- Think about whether the education on offer covers your wants and needs.
- Decide whether you want to roll your existing super account into a new fund or consolidate multiple super accounts into a single fund.