Disclosure Statement: Durand Financial Services Pty Ltd and its advisers are authorised representatives of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357306. General Advice Warning: The information contained within this website does not consider your personal circumstances and is of a general nature only. You should not act on it without first obtaining professional financial advice specific to your circumstances.
This tax time, the ATO are introducing a super health check – 5 simple checks to help people manage their super.
With the super health check, people can:
- check and update their contact details
- check their super balance and employer contributions
- check for lost and unclaimed super
- check if they have multiple accounts and consider consolidating
- check their nominated beneficiary.
We are encouraging people to complete the check on ATO online services, through myGovExternal Link or the ATO app, but some people may contact their fund.
People can complete the super health check at any time, but we are encouraging them to complete the check at least once a year at tax time.
Super funds are encouraged to support this initiative.
Last modified: 19 May 2023, QC 72649
https://www.ato.gov.au/Super/Super-funds-newsroom/General/Checking-super-at-tax-time/
