Super Consolidation
Consolidating your superannuation can help you manage your funds more easily, save money on fees, and avoid having your investments spread out. Having multiple super accounts can lead to higher costs and more complicated management. At Creative Super, we can assist you with consolidating your super to maximise your retirement savings.
Our approach to super consolidation includes:
1) Identifying all your super accounts:
We assist you in locating and identifying all your super accounts.
2) Assessing and comparing super funds:
We assess various superannuation funds using criteria such as fees, investment choices, performance, and member perks. Our goal is to assist you in identifying the best fund for consolidation to increase your retirement savings.
3) Assisting in the consolidation process:
We will help you through a process called super consolidation, which will move your funds into a single, high-performing account. Our goal is to make the transition as smooth and efficient as possible.
4) Ongoing support and account monitoring:
At Creative Super, we'll keep you updated on any major changes to ensure your superannuation stays on track. Our expert guidance will help you stay informed about your fund's performance and make any necessary adjustments.
5) Empowering you with knowledge:
At Creative Super, our goal is to provide you with the knowledge and tools necessary to manage your superannuation effectively. By doing so, we aim to help you make informed decisions and feel more confident about your financial future.
Let us help simplify your superannuation and unlock its full potential, allowing us to build a more secure financial future together.
Email:
info@creativesuperannuation.com.au
Location:
Sydney, NSW, 2000
Disclaimer:
The information on this website is General Information only and therefore does NOT take into consideration your personal financial situation, objectives and needs. Prior to acting on any information on this website you should consider what is appropriate for your own personal financial situation, objectives and needs. Creative Super is not associated or affiliated with any super funds, we aren’t a financial advisory firm, we do not sell financial products nor do we give financial advice. Our role is to connect clients with fully licensed financial advisors that operate compliantly under an Australian Financial Services Licence. Creative Super does not take in any way responsibility for any advice or recommendations provided by the financial advisors. Prior to acting on any advice provided by the financial advisor you should and can ask as many questions as you deem necessary to ensure you have received the right advice for your personal financial situation. All fees and costs must be clearly explained and after speaking with a referred advisor you are under no obligation to commit to any recommendations made nor cost payable to Creative Super should you decide against the advice provided. Before making any decisions regarding your super you should obtain the super fund’s Product Disclosure Statement (PDS) and consider its contents. However our goal and mission is to only recommend and connect clients with fully licensed financial advisors and firms with established, positive track records in enhancing and servicing their clients financial situation, objectives and needs.