SUPERANNUATION REVIEWS FOR MELBOURNE
ReviewYourSuperannuationIn Melbourne
A superannuation review can help you understand how your current fund, investment settings, fees, contributions and insurance arrangements fit with your present circumstances and longer-term plans.
Improve My Super helps Melbourne residents submit an enquiry and connect with an appropriately authorised financial adviser who can review their circumstances and provide financial advice where appropriate.
Improve My Super helps Melbourne residents submit an enquiry and connect with an appropriately authorised financial adviser who can review 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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REVIEWING YOUR SUPER
Superannuation Reviews for Melbourne Residents
Superannuation can change substantially over the course of your working life. Contributions continue to accumulate, investment values change, fees are deducted and your own financial circumstances may develop considerably.
A superannuation review provides an opportunity to look at your current position in more detail and identify any areas that may warrant professional advice.
Improve My Super provides Melbourne residents with an online enquiry pathway. Once your information is submitted, your enquiry can be referred to an appropriately authorised financial adviser who can assess your circumstances and discuss relevant options.
A superannuation review provides an opportunity to look at your current position in more detail and identify any areas that may warrant professional advice.
Improve My Super provides Melbourne residents with an online enquiry pathway. Once your information is submitted, your enquiry can be referred to an appropriately authorised financial adviser who can assess your circumstances and discuss relevant options.
UNDERSTANDING YOUR SUPER
What Does a Superannuation Review Look At?
The purpose of a superannuation review is to establish a clearer understanding of your existing arrangements.
This may involve examining which fund or funds you currently hold, how your balance is invested, the fees being charged, contributions being made and whether insurance is attached to your account.
Your retirement timeframe and broader financial circumstances may also affect which areas deserve closer consideration.
The scope of any review should reflect your individual position. Any recommendation arising from the review must be provided by an appropriately authorised financial adviser.
This may involve examining which fund or funds you currently hold, how your balance is invested, the fees being charged, contributions being made and whether insurance is attached to your account.
Your retirement timeframe and broader financial circumstances may also affect which areas deserve closer consideration.
The scope of any review should reflect your individual position. Any recommendation arising from the review must be provided by an appropriately authorised financial adviser.
- Your current super fund or funds
- How your balance is invested
- Fees and ongoing costs
- Employer and personal contributions
- Insurance attached to your account
- Your retirement timeframe
- Your broader financial circumstances
What Can Be Considered During Your Review?
Depending on your circumstances, a superannuation review may consider:
A review does not assume that your existing arrangements need to change. It provides a basis for understanding your current position and determining whether further advice may be appropriate.
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 IN MELBOURNE
Reviewing Superannuation for Melbourne Residents
Melbourne residents may seek a superannuation review for different reasons depending on their employment history, current financial position and stage of life.
Someone who has changed employers several times may want to understand whether they still hold multiple super accounts. Another person may want to review investment settings that have remained unchanged for years. Those approaching retirement may want to understand how their current super arrangements relate to their expected retirement timeframe. A review can also be useful where you simply want a clearer understanding of your current account before deciding whether further action is required.
The Improve My Super enquiry process is available online, allowing Melbourne residents to begin the process without relying on a physical Improve My Super office in Melbourne.
Someone who has changed employers several times may want to understand whether they still hold multiple super accounts. Another person may want to review investment settings that have remained unchanged for years. Those approaching retirement may want to understand how their current super arrangements relate to their expected retirement timeframe. A review can also be useful where you simply want a clearer understanding of your current account before deciding whether further action is required.
The Improve My Super enquiry process is available online, allowing Melbourne residents to begin the process without relying on a physical Improve My Super office in Melbourne.
REVIEWING YOUR ARRANGEMENTS
When Should You Review Your Superannuation?
A review may be useful after a significant change in your employment, income or personal circumstances.
It can also be relevant when approaching retirement, when multiple super accounts have accumulated, when you are uncertain about your current investment settings or when insurance within your super has not been reviewed for some time.
There does not need to be a major change before reviewing your super. If your arrangements have remained untouched for several years, a review may help establish whether they still reflect your current circumstances.
It can also be relevant when approaching retirement, when multiple super accounts have accumulated, when you are uncertain about your current investment settings or when insurance within your super has not been reviewed for some time.
There does not need to be a major change before reviewing your super. If your arrangements have remained untouched for several years, a review may help establish whether they still reflect your current circumstances.
- A significant change in employment
- A significant change in income
- Changes in personal circumstances
- Approaching retirement
- Holding multiple super accounts
- Uncertainty about investment settings
- Insurance that has not been reviewed recently
- Arrangements that have remained unchanged for several years
AUTHORISED FINANCIAL ADVICE
Connect With an Authorised Financial Adviser
Superannuation reviews can involve matters that require personal financial advice, including investment choices, contribution arrangements, insurance and retirement planning.
Improve My Super provides the initial enquiry and referral pathway. Your enquiry can be connected with an appropriately authorised financial adviser who is responsible for assessing 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.
Improve My Super provides the initial enquiry and referral pathway. Your enquiry can be connected with an appropriately authorised financial adviser who is responsible for assessing 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.
Find Out More About Your Super
Submit your Improve My Super enquiry to begin the review process and connect with an authorised financial adviser who can discuss your current superannuation 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 Melbourne 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.