AVOIDING EXCESS SUPER FEES

Advice completed date : 19th August 2021

Mr and Mrs McD hadn’t review their financial position for
several years.
The advice recommendations implemented reduced their
superannuation fees by $5,700 per annum or $28,500 over five
years.
In addition to this, their combined insurance premiums reduced
by $4,000 per annum. The total savings identified were $9,700
per annum or almost $50,000 over the next 5 years.