Can Savvy give me advice?
The right to provide financial advice is strictly controlled. Businesses entitled to offer advice must hold a current Australian Financial Services Licence. Savvy’s parent company, SuperRatings holds such a licence and SuperSavvy is now able to provide members with advice about their superannuation, pension or insurance.
Unhappy with your fund but not sure that you need advice? Maybe a SuperSavvy Health Check is perfect for you. We assess your current super funds on performance, fees, administration and fund features and summarise for you if your current situation is a healthy one or whether you should consider moving.
Need more information about a Health Check or Advice? Contact .
Can Savvy help me find lost super?
As part of our SuperSavvy rollover service we will do a search for any lost super relating to your TFN. However, we can point you to a number of websites where you can do this yourself. Once you have located lost super, any super fund will help you roll it into a single fund. The advantage of doing this is that you will save paying multiple administration fees – and you’ll have a lot less paperwork.
Many super funds also offer a lost super service.
Can Savvy rollover my super?
Savvy can assist you in rolling over your super. All you need to do is provide us with details and we'll do all the hard work for you.
For more details on how Savvy can help you consolidate your super funds - click here.
What does Savvy offer SMSF (DIY) owners?
With the growth in Self Managed Super funds, there are more and more of you who have assumed responsibility for planning, managing and reporting your super investments. Savvy membership provides valuable research that will help all you SMSF owners make decisions about where to invest. Additionally, we are planning to introduce a suite of products specifically for DIY funds. These will include a statement amalgamation service, dedicated SMSF calculators and tools and, in due course, impartial advice.