So, you’ve decided to see a financial adviser. With 28,279 financial advisers and planners currently listed on ASIC’s Financial Advisers Register, you are not short of choice. Although too much choice can be daunting, especially if you’ve never consulted a professional adviser before.
In this article we highlight some tricky areas, reinforce the need for proper estate planning and updating, and suggest strategies to manage certain situations.
Self managed superannuation funds are required by law “to formulate, review regularly and give effect to an investment strategy.”
Learn how you can easily find your lost super and transfer it to another account. Also see how much lost or unclaimed super is in your postcode.
Superannuation is a long-term investment but that doesn’t mean you can afford to put off thinking about it for a day that never comes.
A key recommendation in the new Productivity Commission report, the idea of employees being given a ‘best in show’ list for the top 10 performing super funds has been met with a hostile response from the super industry.
Australia’s current super system is “harming millions of members” through underperforming funds, multiple accounts and excessive fees.