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It’s time for a health check… for your retirement savings!

August 31st, 2018

When you receive your Annual Statement, it’s the perfect time to do a health check on your super or allocated pension account, as well as looking over the rest of your financial situation.

To make your money work best for you, you need to make sure your funds are invested in the right investment option for your circumstances. You also need to be aware of contributions and tax limits.

The Fund’s strong returns for 2017/18 are just part of the picture. You may also want to think about:
• your comfort level with risk versus return for your investments
• making a last-minute boost to your retirement income, or to plan for the comfort and security of a regular income in retirement.

But if this sounds a bit overwhelming or you’re not sure where to start, let First Super help you.

Help is at hand

We have a team of Financial Planners who can support you in planning and setting up the right super strategy for you. They can help you:
• Work out plans to boost and/or protect your retirement savings
• Use government and tax entitlements to your advantage
• Understand your tax, contribution and drawdown limits
• Ensure that you and your family are well protected.

To discuss First Super’s advice options or to make an appointment with one of our Financial Planners, phone the Member Services Team on 1300 360 988 or email mail@firstsuper.com.au. Otherwise, you can get help online here.