We’re looking after your super –
Like many Australians, your superannuation is likely to be your biggest financial asset outside of your family home, which is why it’s important to understand how it’s taken care of.
And since we’ve been in the news a lot lately, we thought you might appreciate an update on your super and a reminder that we’re always here to help. After all, we’ve been helping Australians with their finances for more than 160 years.
Let’s start with the basics. Super is held in trust on behalf of members and is not an asset of AMP. The super fund trustee has a legal duty to make decisions in the best interest of members, and is responsible for the ongoing review of fees, services, and investment strategy for the fund.
Your super fund benefits
We’re proud to help you look after your super account, which offers benefits including:
–– A variety of investment options – from lifecycle, which changes your investment mix based on your age, to other investments you may have selected.
–– Award winning insurance options – such as Life, Income and TPD (Total and Permanent Disablement) that can be paid for through your super.
To find out if your super has you covered, download the details or log in to your account with amp.com.au/myamp, or phone us – JMW Financial Services 08 9321 2222.
And now, more than ever, it’s important to understand:
–– Fees and charges – The fees for your account depend on your investment mix and the Employer plan you belong to.
–– Fund performance – Make sure to keep up to date with how your super is performing by regularly reviewing your fund performance and unit prices – keeping in mind that investments can go up and down and that past performance is not necessarily a reliable indicator of future performance.
Article by Lara Bourguignon; AMP: Director – Wealth Solutions & Customer Service
Any questions ? Need to discuss your Super, Investments, Insurance ?
Phone John Wilson 08 9321 1422 or 0412 979 776; or Vicki Day 08 9321 1522
For general enquiries or to make an appointment for a quick chat or full Review, then phone Sandy in the Office 08 9321 2222.