Lost Super Search and Superannuation Consolidation

 

At Two Mile Bay, we will assist you to analyse and advise you if it is appropriate to consolidate your super accounts. We compare the fees, insurance, investments and other benefits of your funds and determine which super account (whether new or existing) is suited to your current circumstances, needs and objectives.

 

We then provide you with our advice verbally and in a Statement of Advce which details our recommendation and prepare all paperwork to initiate and proceed with the advice. Each year, dependant on the service package chosen, we will review your superannuation and insurance to see if they are still suitable for your needs.

 

Initial Cost of our Advice - How many super funds do you have?

 

These one-off advice fees may be paid via deduction from your super accumulation (if facility available) or direct via invoice at the completion of our services. Any Life Insurance commissions received over and above $1,000 will reduce the fee on your super rollover/s dollar for dollar.  

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Phone (03) 52 615 557 | Mobile 0409 253 429 | Email advice@twomilebay.com.au
 

 Two Mile Bay Pty Ltd is a Authorised Representative of Millennium3 Financial Services Pty Ltd. Australian Financial Services Licensee—Licence Number 244252. For Financial Services Products only. For Australian Residents Only. This information (including taxation) is general in nature and does not consider your individual circumstances or needs. Do not act until you seek professional advice and consider a Product Disclosure Statement.