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Why should I review my super fund through a financial planner?

There are several reasons why you may want to review your super fund through a financial planner:

  1. Understanding your current superannuation fund’s performance: Many Australians have stayed with the same superannuation fund their first employer placed them in. The most important reason to review your super with a financial planner is to understand how your current fund is tracking.
  2. To ensure that your super fund is aligned with your financial goals: A financial planner can help you to understand your financial goals and ensure that your super fund is appropriately aligned with those goals. They can help you to determine the right investment strategy.
  3. To identify any potential issues: A financial planner can help you to identify any potential issues with your current super fund, such as high fees, underperforming investments, or compliance issues. They can help you address these issues and make necessary changes to your fund.
  4. Take advantage of any opportunities: A financial planner can help you identify any opportunities to grow your super balance, such as by making additional contributions or salary sacrifice. They can also help you to take advantage of any government incentives or tax concessions that may be available. These conversations and the understanding of tax benefits can greatly impact your retirement balance.
  5. To get a second opinion: Even if you feel confident about your super fund, getting a second opinion from a financial planner can be helpful. They can provide an independent perspective and valuable insights you may not have considered.

Overall, reviewing your super fund through a financial planner can help you to better understand your financial situation and make informed decisions about your retirement savings. At My Online Adviser we think it’s a smart move to educate yourself with enough information to make informed decisions. Our team will guide you into a retirement strategy that works in your best interest.

You only have one retirement, we’re here to help simplify the process.

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