This information is produced and issued by Crescent Wealth Funds Management (Aust) Ltd. ABN 32 144 560 172 AFSL No. 365260 who are licensed to deal and offer interests in the Crescent Wealth Superannuation Fund (the Fund). Interests in the Crescent Wealth Superannuation Fund (ABN 71 302 958 449) are issued by the Trustee of the Fund – Diversa Trustees Limited ABN 49 006 421 638.
This communication is general in nature. You should obtain financial advice based on your objectives, financial situation, needs and read the Product Disclosure Statement at crescentwealth.com.au/super before making an investment decision.
Before consolidating your super, you need to compare the costs and benefits of all your accounts to decide which super fund best suits your needs. You should check whether any withdrawal or termination fees apply to your other funds and be aware of any investment or taxation implications. If you still have insurance with another fund, make sure you that you understand the consequences of cancelling the policy or consider replacing it with the Crescent Wealth Super Fund insurance policy before closing your account(s). Information, such as details of the costs, fees, risks or your insurance is in each fund’s PDS and their latest annual statements. If you need more guidance, or are unsure of the impact of any of the decisions that you are considering, you need to speak to your financial advisor.
Neither Crescent Wealth nor any of its products is associated or affiliated with Crescent Capital Partners.
Copyright 2018 Crescent Wealth Funds Management. All rights reserved.