Is a Self Managed Super Fund Right For You
Your Clear Financial Planning Adviser will recommend either a Self Managed Super Fund or Specialist Super Fund that offers the following features –
no entry fees, no exit fees, no policy or member fees, competitive management fee, investment options using specialist fund managers, ability to make Binding Nominations, ability to offer lump sum AND pension payments to beneficiaries, ability to have the anti-detrimental payment paid automatically and online
Are all your superannuation accounts in one single account? Having too many super funds can cost you thousands of dollars in extra fees paid over the life of your Super. By combining all your super in the one account, you’re likely to save money on fees, remove the hassle of keeping track of several accounts and avoid unnecessary paperwork. Your Clear Financial Planning adviser can do this all for you.
Are you currently on target to meet your retirement objectives? What sort of retirement will your current situation provide? Your Clear Financial Planning adviser will provide you with a snapshot of where you are currently at and what style of retirement you will live.