Super Review: Regular Reviews Vs Set & Forget
- Regularly reviewing your superannuation allows you to assess your investment strategy and make necessary adjustments based on your financial goals and risk tolerance. Market conditions change, and what may have been a prudent investment strategy a few years ago might no longer align with your objectives.
- By staying informed about market trends and fund performance, you can identify opportunities to maximise returns. This might involve shifting allocations between asset classes, taking advantage of new investment products, or adjusting your portfolio to align with emerging market trends.
- Superannuation funds come with various fees and charges. Regularly reviewing your fund allows you to assess whether these fees are reasonable and if there are more cost-effective options available. Cutting down on unnecessary fees can significantly increase your overall returns over time.
- Life is dynamic, and your financial goals and circumstances are likely to evolve over time. Regularly reviewing your superannuation allows you to adapt to major life changes, such as marriage, the birth of a child, or changes in employment. This ensures that your investment strategy aligns with your current needs and future aspirations.
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Disclaimer
The information on this website is General Information only and therefore does NOT take into consideration your personal financial situation, objectives and needs. Prior to acting on any information on this website you should consider what is appropriate for your own personal financial situation, objectives and needs. Aus Super Solutions is not associated or affiliated with any super funds, we aren’t a financial advisory firm, we do not sell financial products nor do we give financial advice. Our role is to connect clients with fully licensed financial advisors that operate compliantly under an Australian Financial Services Licence. Aus Super Solutions does not take in any way responsibility for any advice or recommendations provided by the financial advisors. Prior to acting on any advice provided by the financial advisor you should and can ask as many questions as you deem necessary to ensure you have received the right advice for your personal financial situation. All fees and costs must be clearly explained and after speaking with a referred advisor you are under no obligation to commit to any recommendations made nor cost payable to Aus Super Solutions should you decide against the advice provided. Before making any decisions regarding your super you should obtain the super fund’s Product Disclosure Statement (PDS) and consider its contents. However our goal and mission is to only recommend and connect clients with fully licensed financial advisors and firms with established, positive track records in enhancing and servicing their clients financial situation, objectives and needs.
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