About the Course


Have you always wondered what your superannuation statement says? Do you even know how much super you have or how many accounts you have?

Maybe you have recently received a letter from your superannuation fund advising you they are an Underperforming Super Fund and you should really look at other options to invest your superannuation as they are required by the Australian Tax office to advise you.

Maybe when you receive your super statement it all just overwhelms you and you don’t know where to start.

Join Rita on this one-hour course where she will walk you through page by page of your super statement and help you understand

* How much money you have in super,

* How much your employer did contribute last year to super

* How your superfund is invested and how is it performing

* What fees and expenses are being deducted from your money.

For an investment of $97 register for this one-hour course which will walk you through understanding your own superannuation statement and where to find the answers.

Today take the first step to taking control of your finances and understanding your superannuation. By making some small positive changes today I guarantee you will find yourself enjoying an improved and better retirement for you and your family.

Course includes:


  • Full Length Videos
  • Printable Workbook

Understanding your Super


  Welcome
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  Introduction
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  Understanding your Super Workbook
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  Module 1 - Review your Super Statement
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  Module 2 - Contributions
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  Module 3 - Earnings and Investments
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  Module 4 - Investment Options
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  Module 5 - Expenses
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  Module 6 - Binding Death Nominations
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Your Coach



Rita Zappulla is the Principal of SMSF Strategic Advisors and Strategic Business Insights. Rita has over 30 years' experience in the financial services industry having commenced her career as a chartered accountant and now works as a certified financial planner and business coach/mentor. This combination of experience, expertise and qualifications gives Rita a comprehensive understanding of business structures and the Australian tax and superannuation laws. In 2000 Rita began to specialise specifically in the financial planning sector, focusing on self-managed superannuation funds and superannuation advice, retirement planning, estate planning and succession planning.

Rita is passionate about helping small business owners to retire, save tax and to be financially independent for their retirement.

FAQs

Got a question? We've got answers.




How long will I have access to this course?
You will have unlimited access to this course. Each year you can log on and review your latest statement


Will the course take long to complete?
If you find your latest super statement and download the workbook before you get started – you should take less than an hour to review your statement. However once you start and if you find your superfund is not performing as well as you thought then you may need a bit more time to do some research and compare to some other websites and superfund options.


Can my partner watch the course too?
I think it is great for you as a couple to complete this exercise together – you do not need to pay for a separate log in. Compare both of your superfunds and once you know where you are at, set some goals on how you both are going to increase your super going forward.


When does the course start and finish?
This course is self-paced you can do it at a time which is suitable for you. One evening when you are sitting at home bored and there is nothing to watch on TV or else on the weekend as you have an hour or so free and are looking at your paperwork and thinking I really need to look at this.


What if I am unhappy with the course?
Whilst we do not provide a refund, we would appreciate feedback if you think we need to explain something better in the course or if you require further information.


Who should I contact if I have questions about the course?
If you have any questions or require further information please do not hesitate to contact Rita on [email protected]

Take action today. Enroll now.