Rita Zappulla – Understanding your Superannuation
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.
What You’ll Learn In Understanding your Superannuation
Welcome
- What to expect in this course
Introduction
- Introduction (1:48)
Understanding your Super Workbook
- Download your Workbook
Module 1 – Review your Super Statement
- Review your Superannuation Account (6:17)
Module 2 – Contributions
- Contributions (7:28)
Module 3 – Earnings and Investments
- Earnings and Investments (5:18)
Module 4 – Investment Options
- Investment options (12:09)
Module 5 – Expenses
- Expenses (5:29)
Module 6 – Binding Death Nominations
- Binding Death Nominations (5:55)
About Rita Zappulla
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.
Sale Page: Rita Zappulla – Understanding your Superannuation