SUPERANNUATION GUIDANCE FOR SYDNEY
SuperannuationAdviceFor Sydney
Your super can play an important role in your long-term financial position, but it can be difficult to know whether your current arrangements remain appropriate for your circumstances.
Improve My Super helps Sydney residents submit an enquiry and connect with an authorised financial adviser who can review their circumstances, discuss their superannuation arrangements and provide appropriate financial advice.
Improve My Super helps Sydney residents submit an enquiry and connect with an authorised financial adviser who can review their circumstances, discuss their superannuation arrangements and provide appropriate financial advice.
5-Star Reviews
1,000+ Satisfied Customers
Read about the experiences shared by previous users of the service.
Which Superannuation fund are you currently with?
BT Super
Hesta
Mine Super
Hostplus
Prime Super
QSuper
IOOF
Amp
ART
Rest
ANZ
Care Super
Uni Super
Aware Super
Mercer Super
CFS
Essential Super
Equip Super
BUSSQ
MLC
Brighter Super
Other
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A SUPERANNUATION REVIEW
Superannuation Advice for Sydney Residents
Superannuation decisions can involve more than choosing a fund. Your existing balance, fees, investment options, contributions, insurance and retirement plans may all affect how your super fits within your broader financial circumstances.
Improve My Super provides a simple enquiry pathway for Sydney residents who would like their superannuation arrangements reviewed. Once you provide some information about your current situation, your enquiry can be referred to an appropriately authorised financial adviser.
The adviser can assess your individual circumstances and discuss any areas that may warrant further consideration.
Improve My Super provides a simple enquiry pathway for Sydney residents who would like their superannuation arrangements reviewed. Once you provide some information about your current situation, your enquiry can be referred to an appropriately authorised financial adviser.
The adviser can assess your individual circumstances and discuss any areas that may warrant further consideration.
UNDERSTANDING YOUR SUPER
Could Your Super Be Working Harder for You?
Superannuation arrangements can remain unchanged for years, even as employment, income, family circumstances and retirement plans change.
A review can provide a clearer understanding of how your current super is structured and whether there are matters worth discussing with a financial adviser. This may include your current fund, the fees you are paying, how your balance is invested, contributions, insurance held through super and whether you have multiple accounts.
The purpose of a review is to understand your existing position and identify any matters that may require professional advice.
A review can provide a clearer understanding of how your current super is structured and whether there are matters worth discussing with a financial adviser. This may include your current fund, the fees you are paying, how your balance is invested, contributions, insurance held through super and whether you have multiple accounts.
The purpose of a review is to understand your existing position and identify any matters that may require professional advice.
- Your current super fund
- Fees and ongoing costs
- Investment settings
- Employer and personal contributions
- Insurance held through super
- Multiple superannuation accounts
What Can a Superannuation Review Consider?
Depending on your circumstances, an authorised financial adviser may consider areas such as:
Any advice or recommendations will depend on your personal circumstances and must be provided by an appropriately authorised financial adviser.
HOW IMPROVE MY SUPER WORKS
Your Super Review Journey
Provide some basic information about your current superannuation arrangements and the areas you would like reviewed.
*Improve My Super operates as an enquiry and referral service. It does not itself provide personal financial advice or recommend specific superannuation products.
*Improve My Super operates as an enquiry and referral service. It does not itself provide personal financial advice or recommend specific superannuation products.
Step 1
Submit Your Enquiry
Complete the Improve My Super form with basic information about your current superannuation situation.
Step 2
Identify the Areas You Want to Discuss
You can provide details about your fund, estimated balance and any concerns or questions you have about your super.
Step 3
Your Enquiry Is Referred
Improve My Super can refer your enquiry to an appropriate authorised financial adviser.
Step 4
Review Your Circumstances
The adviser can assess your information, discuss relevant issues and provide financial advice where appropriate.
SUPERANNUATION SUPPORT IN SYDNEY
Helping Sydney Residents Better Understand Their Super
Sydney residents may have very different superannuation needs depending on their stage of life, employment, income and plans for retirement.
Someone who has recently changed jobs may want to understand multiple super accounts. Another person may be approaching retirement and want professional advice about how their current super arrangements fit with their future plans. Others may simply have had the same fund and investment settings for many years without reviewing them.
The enquiry process is available online, allowing Sydney residents to start a superannuation review without needing Improve My Super to have a physical office in Sydney.
Someone who has recently changed jobs may want to understand multiple super accounts. Another person may be approaching retirement and want professional advice about how their current super arrangements fit with their future plans. Others may simply have had the same fund and investment settings for many years without reviewing them.
The enquiry process is available online, allowing Sydney residents to start a superannuation review without needing Improve My Super to have a physical office in Sydney.
REVIEWING YOUR ARRANGEMENTS
When Should You Review Your Super?
There is no single event that determines when a superannuation review is appropriate. A review may be worth considering when your circumstances change or when you have not looked closely at your super for some time.
Common reasons include changing employment, receiving a significant change in income, approaching retirement, having more than one super account, reviewing insurance arrangements or being uncertain about how your super is currently invested.
You may also want a review simply to understand your existing arrangements more clearly before deciding whether any further action is appropriate.
Common reasons include changing employment, receiving a significant change in income, approaching retirement, having more than one super account, reviewing insurance arrangements or being uncertain about how your super is currently invested.
You may also want a review simply to understand your existing arrangements more clearly before deciding whether any further action is appropriate.
- A change in employment
- A substantial change in income
- Approaching retirement
- Holding more than one super account
- Reviewing insurance arrangements
- Uncertainty about investment settings
- Not having reviewed your super recently
AUTHORISED FINANCIAL ADVICE
Connect With an Authorised Financial Adviser
Financial advice about superannuation needs to take your individual circumstances into account.
Improve My Super provides the enquiry pathway and facilitates an introduction to an appropriately authorised financial adviser. The adviser is responsible for assessing your circumstances and providing any financial advice.
Where additional information about adviser services, licensing or professional credentials is relevant, further information can also be provided through Wise Investments Direct.
Improve My Super provides the enquiry pathway and facilitates an introduction to an appropriately authorised financial adviser. The adviser is responsible for assessing your circumstances and providing any financial advice.
Where additional information about adviser services, licensing or professional credentials is relevant, further information can also be provided through Wise Investments Direct.
Find Out More About Your Super
Submit your details through Improve My Super to start the enquiry process and connect with an authorised financial adviser who can discuss your superannuation circumstances.
Real Customer Experiences
What Our Customers Say
Read about the experiences of people who have used Improve My Super to start an enquiry about their superannuation.
Namoi Oliver
a year ago
Cody and the team were fantastic going through the process of looking into my super fund and seeing what they could do for me. It fantastic to know that they will be helping me with advice in the future
Liandra Rae
a year ago
I strongly recommend Maddie and the team at Wise Investment, I am had extremely pleasant experience with them! I contacted them feeling very stressed and overwhelmed about my Super and they were very professional and I was surprised by how easy the process was! Would 100% recommend them to my friends and family.
Monica Niemann
a year ago
Cody & Tracey where both very good explaining my superannuation & where I can benefit from having more money to retire when the time comes. They were friendly & I understood what they were talking about & given good explanations
Isobel MacFarlane
a year ago
Had a really great experience with the team here, they made everything easy to understand and got things sorted for me so efficiently - have already recommended you guys to my family and friends!
Keelie Radford
a year ago
You couldn’t be in better hands! Super Professional while still treating you like a person! They actually care! Couldn’t recommend more!
frequently asked questions
Questions About Improve My Super
Find answers to common questions from Sydney residents about submitting a superannuation enquiry through Improve My Super.
5-Star Reviews
1,000+ Satisfied Customers
Read about the experiences shared by previous users of the service.