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Superannuation Rollovers

Save fees, improve your investment options, and simplify identifying your superannuation balance

If you have several different superannuation funds, perhaps because you have changed jobs or industries, it is usually recommended that you consolidate these into one fund.  This will not only save you fees and improve your investment options, but will also simplify identifying your superannuation balance.

One of the major issues with superannuation is that people often lose track of where their funds are held. If you believe you may have some "lost" superannuation, the Australian Taxation Office provides a free Lost Super Service  to assist you in locating your funds.

For more information and advice regarding Superannuation Rollover, please contact our experienced Financial Planning Team.