Demystifying your Superannuation Statement

Join us for this bite size learning opportunity - suitable for all stages of your working (and super generating) career and beyond.  

Demystifying Superannuation Statements

• How to read the Statement
• Insurances within the statement and their meaning (are they adequate?)
• Beneficiaries (Non-Binding & Binding).
• Investment Mix
• Balances and future balances

About Raymond Mangion:

Raymond is a recently retired Public Accountant and Financial Planner with a career spanning almost 40 years. A Torquay local, he is now enjoying his retirement - interested in all sports, loves music, watching movies and travelling.  Since retirement he has been looking at ways of giving back to the community unshackled by the compliance requirements to charge fees for advice.  He is not promoting any business affiliation or products.

Disclaimer:

The information provided is intended to be general in nature and is not personal financial product advice. It does not take into account your objectives, financial situation or needs. Before acting on any information, you should consider he appropriateness of the information provided and the nature of the relevant financial product having regard to your objectives, financial situation and needs.

In particular, you should seek independent financial advice and read the relevant product disclosure statement (PDS) or other offer document prior to making an investment decision in relation to a financial product, including a decision about whether to acquire or continue to hold.