2Future Assist Group of Companies

Future Assist Group of Companies Questions & Answers

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Em.g.
Em.g.

Do you assist customers with residential aged care financial issues and centrelink pension advice?

Future Assist Group of Companies
Future Assist Group of Companies   DM   

Hi Em G, Thanks for your question. Residential Age Care and Centerlink Pension Advice is something we can help our existing clients with however it is not a service we provide to new clients.

MyBusinessceohideswehide
MyBusinessceohideswehide

Is it worth using part of my australian super to have you invest to gain higher interest, do I pay tax with financial services

chris g
chris g

how long has future assist been in service

Future Assist Group of Companies
Future Assist Group of Companies   DM   

Hi Chris, Future Assist has been in service for over 7 years, we offer a wide range of advice which you can see on our website: external link 

Please do not hesitate to contact us if you have any further questions.

Daniel - Future Assist
1300 226 802

EmmyT
EmmyT

how do you invest in shares and how much is the minimum you need to invest?

Cando
Cando

When can people withdraw their funds and join another super?

Future Assist Group of Companies
Future Assist Group of Companies   DM   

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: external link 

cracker1
cracker1  

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/

TrueBlue3
TrueBlue3  

I just did it online with minimum hassle..so I am pleasantly surprised !

I just created an account at the new Super Fund i was moving to. Then, selected the option of "Consolidate/Lost super", Specify the Tax File number and that sets in process, the "PULL" transaction from the old super Fund. I did not have to fill a single form at the Super Fund I chose to leave. (Even the death and TPD insurances at the old super fund are supposed to come through seamlessly to the new Fund but am yet to see that through

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