SUPERANNUATION REVIEWS FOR THE GOLD COAST
ReviewYourSuperannuationOn the Gold Coast
A superannuation review can help you understand how your current arrangements are structured and whether they remain appropriate for your circumstances, financial position and longer-term plans.
Improve My Super helps Gold Coast residents submit a superannuation review enquiry and connect with an appropriately authorised financial adviser who can assess their circumstances and provide financial advice where appropriate.
Improve My Super helps Gold Coast residents submit a superannuation review 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
"*" indicates required fields
REVIEWING YOUR SUPER
Superannuation Reviews for Gold Coast Residents
Your superannuation can develop considerably over time through employer contributions, personal contributions and investment returns. At the same time, fees, insurance costs and changes in investment value can affect the account.
Your own circumstances may also change. A different job, increased income, changes to family circumstances or approaching retirement can all provide reasons to look more closely at how your super is currently arranged.
Improve My Super provides Gold Coast residents with an online process for requesting a review and connecting with an appropriately authorised financial adviser.
Your own circumstances may also change. A different job, increased income, changes to family circumstances or approaching retirement can all provide reasons to look more closely at how your super is currently arranged.
Improve My Super provides Gold Coast residents with an online process for requesting a review and connecting with an appropriately authorised financial adviser.
UNDERSTANDING YOUR SUPER
Understanding Your Current Super Arrangements
This can include identifying your existing super fund or funds, understanding your account balance, reviewing the investment options currently selected and considering the fees and insurance costs being deducted from your account.
It may also be useful to consider how contributions are being made and whether your current arrangements reflect your expected timeframe for retirement.
These factors can then be considered together by an authorised financial adviser based on your individual circumstances.
It may also be useful to consider how contributions are being made and whether your current arrangements reflect your expected timeframe for retirement.
These factors can then be considered together by an authorised financial adviser based on your individual circumstances.
- Your existing super fund or funds
- Current account balance
- Investment options and settings
- Fees and ongoing costs
- Insurance held through super
- Employer and personal contributions
- Expected retirement timeframe
What Can Be Considered During Your Review?
Depending on your circumstances, a superannuation review may consider:
Any personal financial advice or recommendation must be based on your individual circumstances and provided by an appropriately authorised financial adviser.
HOW IMPROVE MY SUPER WORKSw
Your Super Review Journey
Provide some basic information about your current superannuation arrangements and identify the areas you would like reviewed.
*Improve My Super facilitates the enquiry and referral process. It does not itself provide personal financial advice or recommend particular superannuation products.
*Improve My Super facilitates the enquiry and referral process. It does not itself provide personal financial advice or recommend particular 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 GOLD COAST
Reviewing Superannuation on the Gold Coast
Gold Coast residents may reach the point of reviewing their super for a range of practical reasons.
A person who has worked across several employers may have more than one super account and want to understand their current position. Someone established in their career may want to review contributions, fees or investment settings that have not been examined for some time.
For those moving closer to retirement, the focus may shift towards understanding how their existing super arrangements relate to their expected retirement timeframe and broader financial objectives.
Improve My Super allows Gold Coast residents to begin the enquiry process online and have their circumstances considered for referral to an appropriately authorised financial adviser.
A person who has worked across several employers may have more than one super account and want to understand their current position. Someone established in their career may want to review contributions, fees or investment settings that have not been examined for some time.
For those moving closer to retirement, the focus may shift towards understanding how their existing super arrangements relate to their expected retirement timeframe and broader financial objectives.
Improve My Super allows Gold Coast residents to begin the enquiry process online and have their circumstances considered for referral to an appropriately authorised financial adviser.
REVIEWING YOUR ARRANGEMENTS
When Should You Review Your Superannuation?
A review can be useful when something significant changes in your financial or personal circumstances.
This might include changing employment, receiving a substantial change in income, approaching retirement or reviewing insurance arrangements held through super.
You may also want to review your account if you have accumulated multiple super funds, are unsure how your balance is invested or have not examined your existing arrangements for several years.
The purpose of the review is to establish your current position and determine whether there are matters that warrant further professional advice.
This might include changing employment, receiving a substantial change in income, approaching retirement or reviewing insurance arrangements held through super.
You may also want to review your account if you have accumulated multiple super funds, are unsure how your balance is invested or have not examined your existing arrangements for several years.
The purpose of the review is to establish your current position and determine whether there are matters that warrant further professional advice.
- Changing employment
- A substantial change in income
- Changes in personal circumstances
- Approaching retirement
- Reviewing insurance held through super
- Holding multiple super accounts
- Uncertainty about investment settings
- Not having reviewed your arrangements for several years
AUTHORISED FINANCIAL ADVICE
Connect With an Authorised Financial Adviser
A superannuation review can involve decisions that depend on your individual financial circumstances, including investment options, contributions, insurance and retirement planning.
Improve My Super facilitates the initial enquiry and referral to an appropriately authorised financial adviser. The adviser is responsible for assessing your circumstances and providing any personal financial advice or recommendations.
Further information about adviser services, licensing and Wise Investments Direct can also be provided where relevant to your enquiry.
Improve My Super facilitates the initial enquiry and referral to an appropriately authorised financial adviser. The adviser is responsible for assessing your circumstances and providing any personal financial advice or recommendations.
Further information about adviser services, licensing and Wise Investments Direct can also be provided where relevant to your enquiry.
Find Out More About Your Super
Complete the Improve My Super enquiry form to begin your superannuation review and connect with an authorised financial adviser who can discuss your current arrangements.
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 Superannuation Reviews
Find answers to common questions from Gold Coast residents about requesting a superannuation review through Improve My Super.
5-Star Reviews
1,000+ Satisfied Customers
Read about the experiences shared by previous users of the service.