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Investwell Financial Planning
Superannuation and Rollover Advice
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Superannuation has become a compulsory part of our working life. It is therefore an essential part of any investment strategy. Superannuation is also a tax-effective way of accumulating wealth for retirement.
An often-overlooked area is employer superannuation funds. When you change jobs, you probably change funds, so you can have savings in anything from one to 10 or more funds (depending on how many jobs you have had), all of them incurring fees and charges, and in a variety of portfolios which you have no say over. Consolidating these into a single fund offering a diversified range of investments, and allowing you to switch amongst managers and products, is a major step in managing your money so it works for you.
Superannuation is complex and it is essential you understand and control where and how your contributions are invested. We explain your options and help you select the strategy most appropriate for your particular situation in order to maximise superannuation benefits for retirement. This will enable you then to further take advantage of the superannuation environment by using an allocated pension to draw down a desired level of income.
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