Super Rollover and Managed Structure
After careful consideration, I made the decision to roll over my superannuation into a Self Managed Super Fund structure in order to have greater control over asset allocation. Following this transition, I engaged Fortis to assist with the management and strategic investment of the funds.
The process was explained clearly, and I appreciated the structured approach to diversification and risk management. The performance achieved so far has been encouraging and aligned with the objectives discussed at the outset. While I understand that markets fluctuate, the progress to date has been satisfactory.
My overall satisfaction with the relationship remains high due to the professionalism and ongoing communication.
Date de l'expérience: 05 March, 2026
Date de l'expérience: 05 March, 2026