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CPA AUSTRALIA

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Switching superannuation funds is important for the consolidation of a person’s superannuation benefits. It is, however, essential for an adviser to be aware of any benefits their client may lose if they switch from one superannuation fund to another. The ASIC guidelines set out the requirements when advising on switching funds. This includes ensuring that there is no loss of benefits for the client.

Your understanding of these requirements is vital when advising a client to make the correct decisions for their retirement benefits.

Key topics:

• Superannuation switching and best interests duty
• Reasonable investigation
• Statement of advice (SOA)
• Self-managed superannuation funds and switching
  
                                                                                        

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