Dangers of Rolling Over Your Super

 

Have you ever wondered what it really means to roll over your superannuation? Why is this topic—so crucial to your retirement—rarely discussed with financial advisors? What are the hidden risks, and how can poor timing cost you thousands? In this episode, Jeremy Iannuzzelli dives into the often-overlooked topic of rolling over super.

 

He explains the potential dangers and why this decision needs more attention—especially during periods of market volatility. Jeremy highlights the risks of crystallising losses when values drop and shares real-world insights from his experience with clients. You'll also learn the key questions to ask your financial advisor before making any changes.

 

Whether you're in the preservation phase or setting up a self-managed super fund, tune in to this episode, as this could save you thousands!

 

 

 

❓👇🏼Ask your questions using the link below: 👇🏼❓
https://whatschoolshouldhave.com.au/askanyquestion

 

 

Get in touch with Jeremy and his team:

 

Website: 
https://www.praediumpartners.com.au/

 

 

 

Disclaimer:
This podcast offers general financial information and advice and should not be considered as professional accounting, financial, tax, or legal advice. Listeners should seek personalised guidance from qualified professionals before making any financial decisions.

 

The opinions expressed by the host, guests, or callers are their own and do not necessarily represent those of the podcast, its sponsors, or affiliates. The podcast does not guarantee the accuracy or reliability of any information provided.

 

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