The end of the 2018/19 financial year is almost here, I’d like to draw your attention to two time critical actions you may wish to take.
GET SMART WITH YOUR SUPER
I enclosed a “Smart super strategies for this EOFY – 2017/18” flyer. It outlines a range of strategies available that may help you boost your super and retire with more – but if you put them into action before June 30, you may also start seeing benefits a lot sooner.
If you have questions with these strategies, give me a call and I’ll talk you through them that may help you achieve a better lifestyle in retirement.
IMPORTANT: INSURANCE THROUGH YOUR SUPER
You may have recently received a letter from your super fund(s) telling you that your insurance may be cancelled. This is because of recent changes in the law which are intended to protect your super.
It is important that you take action. If you leave it until after 1 July, it may be too late.
If you want to keep the insurance in these accounts, you need to:
- Complete the form that your super fund sent you; or
- Consider making a contribution into the fund; or
If you would like your situation reviewed, contact us as soon as possible.
If you have any questions about the above, please don’t hesitate to give us a call.
Important: The above contains factual information only and does not constitute personal advice. Please contact us if you wish to seek advice.
