Keeping Track Of Your Superannuation

Superannuation

Over the years you have been working, you may have had multiple employers, changed your address or your name.  This make's it very easy to lose track of your superannuation. Having multiple super accounts means multiple fees, so it is important to be aware of what super accounts you have.  You should also be aware of how much your employer is contributing and what insurance your super funds provide you with.

The easiest way to keep track of your super is through a MyGov account.  On here you can;

  • See the details and balances of all of your super accounts. There may be some on there you even forgot about.

  • Rollover super funds from these forgotten accounts into the super account of your choice.

  • See super held by the ATO. If the government, your super fund or your employer can't find an account to transfer your super to, the ATO will hold it on your behalf.

  • Consolidate super accounts by transferring your super into your account of choice.

(Source: ATO)

At Tupicoffs we can help clients track, and manage their superannuation. We can show clients how to maximise their contributions, minimise their fees, and prepare for a smooth transition into retirement without the financial stress, whenever they are ready. We are also experts on SMSF Management so our clients are covered by our knowledge however they choose to prepare for retirement. Through this expertise and experience we ensure that our clients are receiving the maximum benefits and returns from their super.

Tupicoffs
Established in 1970, Tupicoffs is the most respected financial planning practice in Australia.
http://www.tupicoffs.com
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How To Identify Your Retirement Goals

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Splitting Superannuation Contributions