I Switched My Super Strategy, Here’s Why

Описание: In this episode, Mark explains why he moved away from a traditional pre-mixed super option and how he evaluated DIY super options, Member Direct investing and starting an SMSF.

Instead of jumping straight to a self-managed super fund, Mark built a decision hierarchy focused on:
🔹 Asset allocation
🔹 Contributions
🔹 Investment selection
🔹 Fees

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DISCLAIMER

This video has been prepared for clients of Morningstar Australasia Pty Ltd and/or New Zealand wholesale clients of Morningstar Research Ltd. Any general advice has been provided without reference to your financial objectives, situation or needs.

You should consider the advice in light of these matters and any relevant Product Disclosure Statement before making any decision to invest. To obtain advice for your own situation, contact a financial advisor.

For more information please read our Financial Services Guide (or ‘FSG’) available at: www.morningstar.com.au/s/fsg.pdf or by calling us on 1800 03 44 55. By viewing this video you agree to the FSG being made available to you electronically via the Morningstar website or by contacting us for a copy. Past performance does not necessarily indicate a financial product’s future performance.

#Superannuation #InvestingAustralia #SMSF #MorningstarAU #PassiveInvesting