SUPERANNUATION GUIDANCE FOR THE SUNSHINE COAST
SuperannuationAdviceFor the Sunshine Coast
Superannuation can become one of your largest financial assets over time, yet many people go for long periods without reviewing how their account is structured.
Improve My Super helps Sunshine Coast residents submit a superannuation enquiry and connect with an appropriately authorised financial adviser who can review their circumstances, explain relevant considerations and provide financial advice where appropriate.
Improve My Super helps Sunshine Coast residents submit a superannuation enquiry and connect with an appropriately authorised financial adviser who can review their circumstances, explain relevant considerations and provide financial advice where appropriate.
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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
Reviewing Your Superannuation on the Sunshine Coast
A superannuation review can help establish what you currently hold, how your account is structured and whether there are areas that should be considered in more detail.
This may include your current fund, account fees, investment settings, contributions, insurance held through super and any additional accounts you may have accumulated through previous employment.
For Sunshine Coast residents seeking professional guidance, Improve My Super provides an online enquiry pathway that can connect you with an appropriately authorised financial adviser.
This may include your current fund, account fees, investment settings, contributions, insurance held through super and any additional accounts you may have accumulated through previous employment.
For Sunshine Coast residents seeking professional guidance, Improve My Super provides an online enquiry pathway that can connect you with an appropriately authorised financial adviser.
UNDERSTANDING YOUR SUPER
Understanding How Your Super Is Currently Set Up
Superannuation arrangements can remain unchanged for many years while other parts of your financial circumstances continue to develop.
Changes in employment, income, family circumstances or retirement plans may alter the relevance of settings that were selected earlier. You may also have multiple accounts, insurance arrangements that have not been reviewed recently or investment options that no longer reflect your current position.
A review provides an opportunity to examine these areas together and understand whether further advice may be appropriate.
Changes in employment, income, family circumstances or retirement plans may alter the relevance of settings that were selected earlier. You may also have multiple accounts, insurance arrangements that have not been reviewed recently or investment options that no longer reflect your current position.
A review provides an opportunity to examine these areas together and understand whether further advice may be appropriate.
- Changes in employment
- Changes in income
- Family circumstances
- Retirement plans
- Multiple superannuation accounts
- Insurance arrangements
- Current investment options
What Can a Superannuation Review Consider?
Depending on your individual circumstances, an authorised financial adviser may consider:
The purpose of the review is to assess your existing position. Any advice or recommendation must be based on your personal circumstances and 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 ON THE SUNSHINE COAST
Superannuation Enquiries for Sunshine Coast Residents
People across the Sunshine Coast may consider reviewing their super at different stages of their working life.
Someone who has recently changed employers may want to understand whether they still hold more than one super account. A person whose income has changed may want advice about their contribution arrangements. Those approaching retirement may want to review how their current super position relates to their longer-term plans.
Others may simply want greater clarity about fees, investment settings or insurance held through their existng fund.
The Improve My Super enquiry process is completed online, providing Sunshine Coast residents with a straightforward way to begin a superannuation review.
Someone who has recently changed employers may want to understand whether they still hold more than one super account. A person whose income has changed may want advice about their contribution arrangements. Those approaching retirement may want to review how their current super position relates to their longer-term plans.
Others may simply want greater clarity about fees, investment settings or insurance held through their existng fund.
The Improve My Super enquiry process is completed online, providing Sunshine Coast residents with a straightforward way to begin a superannuation review.
REVIEWING YOUR ARRANGEMENTS
When Should You Consider Reviewing Your Super?
A review may be appropriate when your circumstances change or when your super has not been examined for an extended period.
Changes in employment, income or personal circumstances can provide a practical reason to revisit your arrangements. Approaching retirement may also make it useful to look more closely at your account structure, investment settings and contribution position.
A review can also be relevant if you hold multiple super accounts, are uncertain about your current insurance arrangements or want to better understand how your super is presently invested.
The appropriate next step will depend on your individual circumstances.
Changes in employment, income or personal circumstances can provide a practical reason to revisit your arrangements. Approaching retirement may also make it useful to look more closely at your account structure, investment settings and contribution position.
A review can also be relevant if you hold multiple super accounts, are uncertain about your current insurance arrangements or want to better understand how your super is presently invested.
The appropriate next step will depend on your individual circumstances.
- Changes in employment
- Changes in income
- Changes in personal circumstances
- Approaching retirement
- Multiple superannuation accounts
- Uncertainty about insurance arrangements
- Reviewing current investment settings
- Not having reviewed your super recently
AUTHORISED FINANCIAL ADVICE
Connect With an Authorised Financial Adviser
Financial advice about superannuation needs to consider your personal position, objectives and relevant financial circumstances.
Improve My Super collects your enquiry and facilitates an introduction to an appropriately authorised financial adviser. The adviser is responsible for reviewing your circumstances and providing any financial advice or recommendations.
Where relevant, further information about adviser services, licensing and Wise Investments Direct can also be provided as part of the broader enquiry process.
Improve My Super collects your enquiry and facilitates an introduction to an appropriately authorised financial adviser. The adviser is responsible for reviewing your circumstances and providing any financial advice or recommendations.
Where relevant, further information about adviser services, licensing and Wise Investments Direct can also be provided as part of the broader enquiry process.
Find Out More About Your Super
Complete the Improve My Super enquiry form to provide some information about your current arrangements and connect with an authorised financial adviser who can discuss your 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 Sunshine Coast 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.