We’re now two months post June tax time and before we know it, we will be seeing Christmas decorations and gifts filling
retail stores as December and summer creep closer!
One thing we can be sure of is that as our lives get busier and busier, we tend to put some things on the back burner that may not seem important to us at the time.
Unfortunately, superannuation and insurance too often seem to fall victim to this train of thought.
Perhaps you might still be in that “review” state of mind having just prepared all your tax documents? Take the time to have a quick look at your latest super statement you would have received for tax purposes this year. Did it perform well? Do you understand the insurances you’re paying for?
The last 12 months has been very good for local equity markets. If your super fund hasn’t performed well, then it may be time to consider if the investment options you’ve chosen are suitable to your circumstances.
Make a new financial year resolution with yourself not to put your super review on the back burner. Your superannuation is simply too important for you not to spend some time getting it right.
If it is just once a year you review your super + insurances, it will be time well spent. Hindsight Wealth’s reviews are free with no obligation.
There are many ways we can hold your review: face to face, Uber Chat + Ride, , text me a photo of your latest super statement, email or phone me.
Andrew O'Brien and Hindsight Group Pty Ltd t/as Hindsight Wealth Pty Ltd (ABN 88 168 442 528) are Authorised Representatives of Affinia Financial Advisers Limited ABN 13085335397 & AFS Licence No 237857. The material contains general advice only and the consumer should consider the PDS and whether the product is appropriate prior to deciding to buy.