Responsiveness We recognise that financial growth can only be achieved through mutual values and understanding. That’s what makes us flexible enough to respond to the needs of the client whilst offering comprehensive assistance to your financial queries.
Reliability We understand the time pressures facing your business. That’s why we strive to provide up-to-date, accurate and timely service solutions to your financial growth issues as a crucial element of our firm culture.
Aptitude For a business to grow, it is of utmost importance to be at the forefront of industry trends. Therefore, as a firm we continually familiarise ourselves with our surrounding business environment in order to maintain a lead in accounting initiatives and services.
If you’re not close to retiring, you may not be thinking about your super or where it is. Even if you are a way off from retiring, you should be keeping track of where your super has gone. $17.5 billion of super was lost in 2017-18, $420 million down from the previous year. If you are not paying attention to your super contributions, accounts and insurances, you may have lost super. You may also have unintentionally lost track of super if you have ever changed your name, address, job or lived overseas.
It is not uncommon for people to have multiple super accounts they have acquired over the years of working at different companies. Having multiple unused accounts can result in high fees that drain your untouched super or you could lose track of it completely. It is in your best interest to consolidate all super into one account that suits your retirement goals. When closing unused accounts, you should be mindful of any termination fees, insurance policies, investment options, and ongoing service fees.
If you have lost track of your super it may be held by either your super fund as a lost account or as an ATO-held account. The easiest way to consolidate super is through the myGov website, linking the ATO to records of your super funds
