* SAVE ON FEES
* FREE SEARCH FOR LOST SUPER
* GET YOUR SUPER BACK ON
TRACK
It's easy to accumulate multiple Super Funds throughout life and lose track of where your money is
and that's where we can help.
Combine My Super can help you locate any lost Superannuation that you may have,
sit down with you to work out what you need in a Super Fund and combine your accounts into one easy to manage account. Quite
often we can also give you online access to your fund and it's investments.
By looking at your existing Super
Funds and combining them into one easy to manage account we may be able to reduce the fees you are paying, show you how and
where your money is actually invested and give you some guidance around what is likely to be one of your biggest investments
in life.
4 STEPS TO GET STARTED:
1) Send us names and account numbers (if known) of any Super Funds you may know about
2) Return the 3rd Party Authority Form (sent to you via email with enquiry reply) for
each Super Fund
3) Send us a certified copy of your Drivers Licence or passport for each Super
Fund (this can be done at any post office)
4) Complete and return the Data
Collection Form that will be sent to you in the mail after your enquiry
Unfortunately we require these mailed
as Super Funds only accept originals. Our postal address for these is below.
How much does it cost?
The
search for lost Superannuation policies is free.
Fees do apply for financial advice, consolidation of accounts and
ongoing monitoring of your investments but these are kept to a minimum as we often deal with people who have smaller
account balances.
These fees can often be paid for from the savings you make when combining your accounts!
For more details about our costs and the services we offer, please contact us.
|
Combine My Super
Ryan Baker
Diploma of Financial Services
(Financial Planning)
Authorised Representative of Professional Investment Services AFSL 234951
75 Amanda Drive,
CAMILLO WA 6111
0450 900 436 |
So if you want to start saving on fees, have a free search conducted to see if you have any lost Super
and take control of your investments, please contact us today!
ryan@combinemysuper.com.au
