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SFA007 Superannuation: making the right choice (917 words)
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SFA007.doc
Description
This feature article details all of the options to take into account before changing super funds. It suggests investigation into investment options, fees, insurance, range of services, etc, and then offers action steps for each point. It can be used as a detailed checklist and action plan for your clients to review their super fund.
Introduction
One of the best things about living in Australia is the high level of choice we have in everything from milk to superannuation funds. For many of us, having a choice of where our super will be held is an important part of our investment management and a decision that should not be made without sufficient research.
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