Your top 5 super questions answered
Research we conducted this year revealed that many of our members believe they aren’t making informed decisions when it comes to super.
67.8% of respondents said they know that super is essential for financial security, yet 78.3% rate themselves as ‘not very knowledgeable’ to ‘somewhat knowledgeable’ about the super system.
To help build your super knowledge, we’ve compiled your top five super questions and answered them here.
1. How can I roll over my super accounts into TransPersonal?
or
- Use our online rollover form to automatically generate your rollover paperwork. If you need help rolling over, our Client Relations Team can talk to you in person or over the phone.
|
2. How can I find my lost super?
Our Client Relations Officers can help find your lost super for free.
If you want to search yourself, here are some places to look:
|
3. Can I stay with TransPersonal when I change jobs?
Yes. In most cases, you can keep your existing super account when you change jobs. All you need to do is give your new employer the name of your super fund and your member ID.
 For more information see Changing Jobs
|
4. How much super do I need?
We can’t tell you exactly how much super you need because the answer is different for each person. We do know that many Australians are under-prepared and not aware of the simple things they can do to prepare for the future.
Only a professional adviser can tell you how much super you need for retirement.
Read on to find out how to get the right advice.
|
5. How can I get some help with my super?
We know that super can be confusing and complicated. You can get help with your super in a couple of ways.
Face-to-face help with super
TransPersonal's Client Relations Officers can answer questions about TransPersonal as well as super in general. They can also help you fill out paperwork, all for free.
They can visit you at home or in your workplace at a time that suits you.
Need professional advice about super?
If you want advice about your super (like whether you should be paying extra money into super or paying off your mortgage), you should talk to a professional adviser.
TWUSUPER has financial advisers who can provide TransPersonal members with reliable financial advice about super over the phone. Their straightforward advice takes your lifestyle, finances and goals into account to provide you with a realistic plan for your retirement.
You pay only for the advice you need, from a single piece of advice to a full plan. We’ll get you started by paying for your first single-issue superannuation advice phone call.
We don’t pay financial advisers any commissions or trailing fees. They don’t receive commissions from other super funds, banks or financial product providers. Their objective is to always recommend a strategy that is best for you.
|