Good stuff

4 out of 5, reviewed on Jun 23, 2017

We were fed up paying a large chunk of our earnings in fees to a financial planner and a super fund. Future Assist came along and created a self managed fund for us. After a few hiccups with the changeover we got up and running and quickly became comfortable with the software package that allows us to see balances and activity history 24/7. We feel more involved than ever before and a quick call in to the office generally provides us with a speedy response if we need answers to questions. Our money is working harder for us and our fees are much more reasonable. No complaints here.
Thanks guys ✅

Was this review helpful? Yes

Verified Purchase

Thanks

4 out of 5, reviewed on Jun 14, 2017

Thanks for Aaron and the team at Future Assist for helping me build and structure my SMSF, and providing advice if and when I needed it. Most appreciated.

Was this review helpful? Yes

Comments
Future Assist Financial Services Official

Hi Thomas, thank you for taking the time to share your experience and for your feedback on Aaron and the team. We looki forward to working wirh you for many more years to come.
Kindest regards - Trent Murray, Group Operations Manager

Tremendous, eye opening, worth the call!

5 out of 5, reviewed on Jun 13, 2017

They show u a lot of possible outcomes which really makes u think where u want to be financially (both presently & in retirement). They do urge you to complete tasks/paperwork in a very nice/friendly manner which was great as I needed a push to get things done. Overall, very professional, polite & friendly service.

Was this review helpful? Yes

Comments
Future Assist Financial Services Official

Hello Shane, great to hear that we were able show you multiple scenarios and find a solution that help you meet your goals and aspirations. Our teams were very excited to see your review! As alway... read more »

Amazing

5 out of 5, reviewed on Jun 13, 2017

Everything is great with my super account I actually feel like I'm being looked after and I'm not a number.the staff are great to chat with about any concerns.

Was this review helpful? Yes

Comments
Future Assist Financial Services Official

Hi Laurie, thank you for sharing your experience relating to superannuation and the support you have recieved from our financial advisers and super specialists. We are always happy to make time to... read more »

Excellent.

5 out of 5, reviewed on Jun 12, 2017

Have enjoyed a very positive experience with future assist! They have answered any queries that i have had easily & positively! Would recommend anyone looking for financial guidance to give them a call first!

Was this review helpful? Yes

Comments
Future Assist Financial Services Official

Hi Deborah, Charles and the team would like to extend their thanks for the recommendation above. Thank you for taking the time out of your busy day to share this experience with us. Warm regards, Trent Murray - Group Operations Manager

Review

4 out of 5, reviewed on Jun 11, 2017

Meeting was factual and to the point. Not easy to change advisers but Matthew has been professional and a great help.

Was this review helpful? Yes

Comments
Future Assist Financial Services Official

Hello Debby, that you for your review. Matthew is indeed a true asset to our company. As you know we are always here to support you as we move towards your goals and look forward to seeing you ag... read more »

Great Service!

5 out of 5, reviewed on Jun 11, 2017

Excited to be working with Future Assist to create a healthy financial future with a comfortable retirement. Staff are friendly, professional and knowledgeable and made the whole experience painless. Awesome service so far.

Was this review helpful? Yes

Comments
Future Assist Financial Services Official

Hi Elise, great to see another review mentioning the professionalism and friendliness of our staff. Wonderful to hear you have had an 'awesome' experience...we try really hard to make this happen.... read more »

Class act, just what I was after.

5 out of 5, reviewed on Jun 11, 2017

Future Assist have been incredible, streamline informative simple step by step efficient process to setting up and maintaining my financial future.

Was this review helpful? Yes

Comments
Future Assist Financial Services Official

Hi Regan, thank you for your succinct and kind words. It is always very exciting to see reviews like yours! Aaron and the team would like to pass on their personal thanks and we all look forward ... read more »

Set your goals

5 out of 5, reviewed on Jun 11, 2017

Great support setting up your future And planning an achievable lifestyle in retirement
Easy to communicate and receive expert advise

Was this review helpful? Yes

Comments
Future Assist Financial Services Official

G'day Clare, thank you for taking time out of your busy day and sharing your experience with us. Great to see your facebook photo on here too! As you know we are only ever a phone call or email a... read more »

Very informative

5 out of 5, reviewed on Jun 11, 2017

Very informative they took the time to answer all my questions in an easy to understand way in regards to my smsf

Was this review helpful? Yes

Comments
Future Assist Financial Services Official

Hello Paul, Its great to hear that you have found the SMSF information easy to understand. As you know our superannuation administration team are a great team of people and really enjoy working wi... read more »

Update

5 out of 5, reviewed on Jun 11, 2017

Very good, good explanation regarding my super. Time to invest in different portfolio. Our own financial condition. Very positive information.

Was this review helpful? Yes

Comments
Future Assist Financial Services Official

G'day Sunil, great to read your review and I would like to personally thank you for the time you have taken to share this with us. We look forward to seeing you again at your next financial review... read more »

Very Happy

4 out of 5, reviewed on Jun 11, 2017

Really happy with the team at Future Assist. Everything runs seamlessly and we are kept in the loop continually. We're in this for the long haul.

Was this review helpful? Yes

Comments
Future Assist Financial Services Official

Hello Glenn, great to hear you are really happy with the advice and service you have received. We are here for the long haul too and look forward to woring with you for many years to come and we t... read more »

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Questions & Answers

When can people withdraw their funds and join another super?

Cando asked on May 10, 2016

Answer this

Hi Cando,

Apologies for the delay, we have only just acquired a ProductReview corporate account. The answer depends on the type of fund you have. Below I have included information for SMSFs.

SELF MANAGED FUNDS (SMSF)
Generally speaking, a trustee can make the decision to wind up an SMSF at any time.
However, a number of steps need to be taken by the trustee to ensure the SMSF is wound up properly

1. Liaise with your financial adviser to ensure all fund assets are sold and transferred to cash
2. Liaise with your financial adviser to ensure that any insurance cover in the fund is transferred to a new fund or is replaced, without having a period of no insurance
3. Advise your SMSF Accountant in writing of the intention to wind up the fund so that the final reporting requirements can be fulfilled
4. Determine the super fund to where benefits are to be transferred and advise your SMSF Accountant of the account details

For further information, please contact Future Assist on 1300 118 618, we have locations in QLD, NSW and VIC and also offer appointments via Skype.

You can find an office here: http://www.futureassist.com.au/contact-us

You have not stated that you are talking about SMSF.

You can change superannuation funds at any stage.

Work out which fund you wish to change to. They will likely be able to help you with the process, by having forms for you to sign, for them to get the funds from your previous super, like:

https://www.ato.gov.au/Forms/Rollover-initiation-request-to-transfer-whole-balance-of-superannuation-benefits-between-funds/