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Understanding super & money
It’s good to have questions about super because the more you find out, the more you can do with it. Whether your question is general or about your own super situation, we’re here to help.
Got a question about your super that hasn’t been answered here? Send us an email, at email@example.com or phone us on 1800 913 118 weekdays between 8am and 6pm (AEST).
A lot of the information you’re looking for is available online. Accessing your super account online can help you find out your balance, see contributions you’ve made, search for any lost super, see how your super is invested and get all your super together in one fund. You can login at https://login.portfolioonline.com.au/ioof.
When you come to us with a question, we can give you facts about your super fund, we can also tell you about what else we can offer you. This can help you understand more about:
What we can’t give you over the phone or via email is any advice or recommendations taking into account your personal situation, about what to do with your super.
If this is something you’re looking for, we suggest seeking help from a qualified financial adviser. You can look for a financial adviser on the moneysmart.gov.au website or through an industry association such as the Association of Financial Advisers (AFA) or the Financial Planning Association (FPA).
It’s important to get help with your super if you’re getting stuck on:
Getting help with super is just one reason why people choose to see a financial adviser. Financial advice can also help you when you’re going through important life event:
A financial adviser can help you with a specific issue or question you have. This type of advice is often called scaled or limited advice.
When you want further advice or an adviser to look at your whole financial situation, they can offer you what is usually called comprehensive, holistic or even full financial advice. This service would include a detailed strategy and will often involve ongoing advice, as and when, things change in your life.
To give you an idea of what sort of help you might need from super experts, we’ve put together a table to compare different types of advice:
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