SUPERANNUATION REVIEWS FOR NEWCASTLE
ReviewYourSuperannuationIn Newcastle
A superannuation review can help you understand how your current account is structured, what you are paying in fees, how your balance is invested and whether your arrangements still reflect your circumstances.
Improve My Super helps Newcastle residents submit a superannuation review enquiry and connect with an appropriately authorised financial adviser who can assess their position and provide financial advice where appropriate.
Improve My Super helps Newcastle residents submit a superannuation review enquiry and connect with an appropriately authorised financial adviser who can assess their position 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 Newcastle Residents
Superannuation can remain in place for many years while your employment, income and financial priorities continue to change.
You may have stayed with the same fund for a long period, accumulated additional accounts through previous employers or retained investment and insurance settings that have not been reviewed recently.
A superannuation review provides an opportunity to bring these areas together and establish a clearer picture of your current position.
Improve My Super provides Newcastle residents with an online enquiry process that can connect them with an appropriately authorised financial adviser.
You may have stayed with the same fund for a long period, accumulated additional accounts through previous employers or retained investment and insurance settings that have not been reviewed recently.
A superannuation review provides an opportunity to bring these areas together and establish a clearer picture of your current position.
Improve My Super provides Newcastle residents with an online enquiry process that can connect them with an appropriately authorised financial adviser.
UNDERSTANDING YOUR SUPER
What Does a Superannuation Review Assess?
The scope of a review will depend on your individual circumstances and the areas you want considered.
It may involve looking at your existing fund, account balance, fees, investment settings, contributions and insurance arrangements. If you hold more than one super account, these can also form part of the review.
Your expected retirement timeframe and broader financial objectives may also be relevant when determining which areas warrant closer attention.
The review provides a basis for understanding your existing arrangements before any recommendations are considered.
It may involve looking at your existing fund, account balance, fees, investment settings, contributions and insurance arrangements. If you hold more than one super account, these can also form part of the review.
Your expected retirement timeframe and broader financial objectives may also be relevant when determining which areas warrant closer attention.
The review provides a basis for understanding your existing arrangements before any recommendations are considered.
- Your existing super fund
- Current account balance
- Administration and investment fees
- Current investment settings
- Employer and personal contributions
- Insurance arrangements
- Multiple superannuation accounts
- Retirement timeframe and objectives
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 IN NEWCASTLE
Reviewing Superannuation in Newcastle
Newcastle residents may consider a superannuation review at different points throughout their working life.
Someone who has changed employers several times may want to establish whether they still hold multiple accounts. Another person may have remained with the same fund for many years and want to understand whether their investment settings, fees or insurance arrangements have kept pace with their changing circumstances.
For people approaching retirement, a review may focus more closely on their current balance, contribution arrangements, investment position and expected retirement timeframe.
The Improve My Super enquiry process allows Newcastle residents to begin the review online and have their enquiry considered for referral to an appropriately authorised financial adviser.
Someone who has changed employers several times may want to establish whether they still hold multiple accounts. Another person may have remained with the same fund for many years and want to understand whether their investment settings, fees or insurance arrangements have kept pace with their changing circumstances.
For people approaching retirement, a review may focus more closely on their current balance, contribution arrangements, investment position and expected retirement timeframe.
The Improve My Super enquiry process allows Newcastle residents to begin the review online and have their enquiry considered for referral to an appropriately authorised financial adviser.
REVIEWING YOUR ARRANGEMENTS
When Should You Consider Reviewing Your Super?
A review may be useful after changes to your employment, income, personal circumstances or retirement plans.
It may also be appropriate if you have several super accounts, are uncertain about your current investment settings, want to review insurance held through super or have not examined your account for a number of years.
You do not need to assume that something is wrong with your existing arrangements before requesting a review. The process can simply help establish what you currently have and whether any areas require further professional advice.
It may also be appropriate if you have several super accounts, are uncertain about your current investment settings, want to review insurance held through super or have not examined your account for a number of years.
You do not need to assume that something is wrong with your existing arrangements before requesting a review. The process can simply help establish what you currently have and whether any areas require further professional advice.
- Changes to your employment
- Changes to your income
- Changes in personal circumstances
- Changes to your retirement plans
- Holding several super accounts
- Uncertainty about investment settings
- Reviewing insurance held through super
- Not having reviewed your account for several years
AUTHORISED FINANCIAL ADVICE
Connect With an Authorised Financial Adviser
Superannuation decisions can involve investment settings, contributions, insurance and retirement considerations that need to be assessed in the context of your individual financial circumstances.
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 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.
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 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.
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 Newcastle 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.