Terms & Conditions
Terms and Conditions of Use
The services offered via SuperWiser are presented in a series of steps which involve us collecting information about your current super setup, running it through our market leading projection tool and comparing it against other participating super product arrangements.
You’ll be presented with a Projected Annual Retirement Income figure based on your current super setup compared against Projected Annual Retirement Income based on the best super setup identified by us. You’ll then have the option to take control of your super and purchase our Super Setup Advice & Implementation Service Package.
Step 1 – Compare Your Super Setup – Free
You provide us with some minimal information about your current super setup and we run it through out market leading projection tool and compare it against other participating super provider setup arrangements. We then tell you how much better off you could potentially be if you were in a better super setup. This should only be considered as general advice.
Step 2 – Confirm Current Super Setup – Free
You authorise us to liaise with your current super provider so we can collect exact data relevant to your current super arrangement. We then rerun our comparison projection tool to confirm how much better off you could potentially be if you were in a better super setup. If you’re already in a good super arrangement, we’ll tell you that too. This again should only be considered as general advice.
Step 3 – Review & Evaluate Super Setup – Free
We’ll show you an overview of the different factors contributing to the improved projected outcome of the better super setup. This again should only be considered as general advice. Then the choice is yours whether to take control and purchase our Super Setup Advice & Service package and get your super sorted.
Step 4 – Super Setup Advice & Service Package – One Off, Fixed Price $220* inc GST
We give you a detailed explanation of the better super setup strategy for your specific circumstances. Prior to confirming your super setup strategy, you’ll be able to play around with some variables to see what dollar value difference they can make to your projected income in retirement. Once you’ve confirmed your super setup strategy we will guide you through a step by step implementation process and finish up by providing you with a set of performance parameters and target milestones so you’ll be able to easily measure if your super is on track. This is now considered personal advice.
Targets & Estimates
You should note that the figures shown are considered projections, targets and estimates only, which are based on certain assumptions and, while they take into account most of your circumstances, they cannot take into account all of your individual personal circumstances. They must not be regarded as guaranteed or relied upon as a basis for entering binding obligations or incurring expense.
It should be noted that past performance is not necessarily indicative or a guarantee of future performance.
- The law relating to super (including concessional contributions limits) is subject to change by the Commonwealth Government.
- If information on which we base our recommendations is incomplete or inaccurate, before acting on advice you should consider the appropriateness of the advice in regard to your objectives, financial situation, and needs.
*For Employer Plan members, a discount may apply
Reviewed No Changes – April 2023