|
“Lost Nest Eggs close in on
$10 billion”
If you have changed jobs a lot, worked part time or casual, changed addresses or even name, you may of not notified your superannuation fund of your change in circumstances. This means a lot of people have lost superannuation accounts.
An account is considered lost if it’s been inactive for two years or if mail sent out by the super fund is twice returned unanswered.
This is a great opportunity for you to really get your super working for you. You may have tried to get your super in order before but put it in the ‘too hard basket’. Well not any more.
Our simple 3 step process makes it easy for you to take control of your super. In the short term we’ll help you find any lost super and save on fees. We can show you all the options available, help you choose the best plan for your needs and use some tax-effective strategies for long term gains.
Step 1. Where?
If you don’t know where your super is, we’ll track it down for you with your authority and details. If your super is spread across several funds you’re paying multiple fees and dealing with far too much paperwork. Consolidating your super will solve these issues and save you money.
Step 2. How?
Having your Super in one place makes it easier to manage? We’ll do the work for you, in one hassle-free process. Making it easier to measure and monitor in the future. This is a great opportunity, the sooner you get this sorted, the sooner you can get back to doing the things you enjoy.
Step 3. Why?
Super is a great way to ensure long term financial security so it’s important to make the right choice. You’ll need to put aside some time to think about your situation because decisions you make today will have a great effect in the future. We’ll help you make the right choice so you can sleep well, knowing your investment is in good hands
Please do not hesitate to talk to the team at Morse Financial Services today..
Written by Belinda Tink
Belinda Tink is a representative of Morse Financial Services Pty Ltd, AFSL No. 240689, ABN 61 003 485 742. The information contained herein is general in nature and not personal advice. It is based on our understanding of the current taxation and superannuation laws and is current as at 1 July 2009.
|