SUPERANNUATION GUIDANCE FOR BRISBANE
SuperannuationAdviceFor Brisbane
Superannuation can become a significant financial asset over the course of your working life. Reviewing how it is currently structured can help you understand whether your arrangements remain suitable for your circumstances and longer-term plans.
Improve My Super helps Brisbane residents submit a superannuation enquiry and connect with an appropriately authorised financial adviser who can assess their circumstances and provide financial advice where appropriate.
Improve My Super helps Brisbane residents submit a superannuation enquiry and connect with an appropriately authorised financial adviser who can assess their circumstances and provide financial advice where appropriate.
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
Reviewing Your Superannuation in Brisbane
Your superannuation arrangements may include several areas that are worth reviewing over time. These can include the fund you are with, the fees charged to your account, how your balance is invested, contributions being made and any insurance held through super.
For Brisbane residents who want professional guidance, Improve My Super provides an online enquiry process that can connect you with an authorised financial adviser.
The adviser can review the relevant details of your circumstances, explain the options available to you and provide advice based on your individual position.
For Brisbane residents who want professional guidance, Improve My Super provides an online enquiry process that can connect you with an authorised financial adviser.
The adviser can review the relevant details of your circumstances, explain the options available to you and provide advice based on your individual position.
UNDERSTANDING YOUR SUPER
What Should You Understand About Your Current Super?
A useful starting point is knowing what you currently have and how it works.
Many people know their approximate super balance but have not recently reviewed their investment settings, ongoing fees, insurance arrangements or whether they still hold accounts from previous employers.
A superannuation review can help bring this information together. It can also identify areas that may require closer consideration, particularly where your employment, income, family situation or retirement plans have changed.
Any decision to change your existing arrangements should be based on your individual circumstances and appropriate financial advice.
Many people know their approximate super balance but have not recently reviewed their investment settings, ongoing fees, insurance arrangements or whether they still hold accounts from previous employers.
A superannuation review can help bring this information together. It can also identify areas that may require closer consideration, particularly where your employment, income, family situation or retirement plans have changed.
Any decision to change your existing arrangements should be based on your individual circumstances and appropriate financial advice.
- Investment Settings
- Insurance Insurance arrangements
- Ongoing fees
- Previous Accounts
Areas a Superannuation Review May Cover
The matters considered during a review will depend on your circumstances. An authorised financial adviser may examine:
The review process does not assume that changes are required. Its purpose is to assess your existing position and provide advice where appropriate.
HOW IMPROVE MY SUPER WORKS
Your Super Review Journey
*Improve My Super operates as an enquiry and referral service. Personal financial advice is provided by the authorised adviser handling your enquiry.
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 BRISBANE
Superannuation Reviews for Brisbane Residents
People across Brisbane can have very different superannuation arrangements depending on their employment history and stage of life.
A person who has worked for several employers may have accumulated more than one super account. Someone approaching retirement may be considering how their current investment settings and contributions relate to their future plans. Others may want to understand the fees they are paying or the insurance attached to their account.
These are all matters that can form part of a broader discussion with an authorised financial adviser.
The Improve My Super enquiry process is available online, making it possible for Brisbane residents to begin the process from wherever they are located.
A person who has worked for several employers may have accumulated more than one super account. Someone approaching retirement may be considering how their current investment settings and contributions relate to their future plans. Others may want to understand the fees they are paying or the insurance attached to their account.
These are all matters that can form part of a broader discussion with an authorised financial adviser.
The Improve My Super enquiry process is available online, making it possible for Brisbane residents to begin the process from wherever they are located.
REVIEWING YOUR ARRANGEMENTS
When Might a Super Review Be Appropriate?
Superannuation is generally a long-term arrangement, but that does not mean it should remain unreviewed indefinitely.
It may be appropriate to review your super after changing jobs, receiving a material change in income, approaching retirement or experiencing other changes in your financial circumstances.
A review may also be useful if you have several super accounts, are unsure about your investment options, want to understand insurance held through super or simply have not reviewed your account for an extended period.
The appropriate response to any of these circumstances will depend on your individual position.
It may be appropriate to review your super after changing jobs, receiving a material change in income, approaching retirement or experiencing other changes in your financial circumstances.
A review may also be useful if you have several super accounts, are unsure about your investment options, want to understand insurance held through super or simply have not reviewed your account for an extended period.
The appropriate response to any of these circumstances will depend on your individual position.
- Changing jobs
- A material change in income
- Approaching retirement
- Changes in your financial circumstances
- Holding several super accounts
- Uncertainty about investment options
- Reviewing insurance held through super
- Not having reviewed your account recently
AUTHORISED FINANCIAL ADVICE
Connect With an Authorised Financial Adviser
Superannuation advice can involve decisions about investments, contributions, insurance and retirement planning. These matters should be considered in the context of your personal financial circumstances.
Improve My Super collects your enquiry and facilitates the introduction to an appropriately authorised financial adviser. The adviser is responsible for reviewing your circumstances and providing any financial advice.
Further information about adviser services, licensing and the relationship with Wise Investments Direct can be provided where relevant to your enquiry.
Improve My Super collects your enquiry and facilitates the introduction to an appropriately authorised financial adviser. The adviser is responsible for reviewing your circumstances and providing any financial advice.
Further information about adviser services, licensing and the relationship with Wise Investments Direct can be provided where relevant to your enquiry.
Find Out More About Your Super
Complete the Improve My Super enquiry form to provide some details about your current superannuation 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 Brisbane 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.