Getting Advice Makes More People Proactive on Their Super

Getting Advice Makes More People Proactive on Their Super

Getting Advice Makes More People Proactive on Their Super

Superannuation fund members who obtain advice are twice as likely to make additional contributions, according to new research released by Mercer.

The research – released during the Financial Services Council conference on the Gold Coast last week – said those receiving advice were also twice as likely to make a beneficiary update and five times more likely to make an insurance underwriting enquiry.

Commenting on the research, Mercer Financial Advice business leader Jo-Anne Bloch said member activity showed that individuals who accessed simple advice were more likely to take subsequent steps to boost their retirement savings.

Mike Taylor, Money Management READ MORE

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Self-Managed Superannuation Service Providers in Australia. SuperBenefit provides a wholistic SMSF assistance, education and administration service continuum - 1. “assistance” is help of whatsoever nature where our overall SMSF experience and knowledge enables us to provide assistance/help without any legal (or “license”) limitations. 2. “education” involves providing knowledge through teaching, coaching and mentoring about all matters SMSF, including (but not limited to) investment issues such as equities and property, 3. “administration” encompasses all admin aspects of legally required SMSF trustee and member record keeping including (but not limited to) audit and ATO matters. In keeping with our key point that SuperBenefit does not provide Financial Advice, where issues arise from 1, 2, and/or 3 above Indicate a need for a legally authorized provider (such as a Financial Adviser) and the client does not have their own service provider, the client can utilize SuperBenefit’s ‘Connect Assist’ … SuperBenefit, in itself, does not provide Financial Advice, but it does provide the wherewithal for great SMSF service. WE do not provide Financial Advice or any other service that requires a legally authorized provider. However, where such advice or service is required we have our ‘Connect Assist’, a SuperBenefit resource we use to connect clients to a Licensed Advisor or other legally authorised service provider. Call us 0407 361 596, no obligation FREE Connection call to see how we can help you!
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