Superannuation Account Asset Allocation

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Super Asset Allocation – is your fund matching your needs?

A recent discussion in our office centred around the suitability of the default asset allocation within industry and retail superannuation funds.

Our financial planners felt that even the “growth” option of most were too conservative and not weighted enough towards equities and other growth assets with too much cash or equivalents.

Many superannuation funds are now offering the ability to choose your own allocations, with some even offering the ability to choose specific shares to be held within your account.

You can contact your superannuation fund to find out if they offer this ability, if you would like to discuss what kind of allocation would be suitable for your specific circumstances, please contact the office to make an appointment with one our financial planners.

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