Superannuation Services

Superannuation Services

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 Advice which details our recommendation and prepare all paperwork to initiate and proceed with the advice. Each year, dependent on the service package chosen, we will review your superannuation and insurance to ascertain if they are still suitable for your needs.

 

 

 

Find My Super

 

Included in this service, we search your entire employment history to ensure all your superannuation is accounted for. This includes searching the ATO lost super register.

 

Consolidate My Super

 

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.

 

Manage My Super

 

At Two Mile Bay we offer our clients the choice of which service package suits their needs and objectives. 

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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.