1 Consider any exit charges or other costs that your other fund(s) may charge, including any tax implications arising from the rollover. You may lose benefits such as insurance in the other fund or there may be other implications such as capital gains tax if you request a transfer. We recommend you contact the other fund for any information about your benefit entitlements including any fees or charges that apply to the transfer.
2 Fees are payable for comprehensive advice, including about your financial situation outside super. If you decide to move forward with comprehensive financial planning, we’ll explain our fees before you begin.
Financial planning services are provided by our wholly owned financial planning business Aware Financial Services Australia Limited, ABN 86 003 742 756, AFSL No. 238430.