After you sign: putting your advice in place

Once you've signed, we put your advice in place. There's nothing more you need to do. We tell you as each account opens, and when everything is done, we send you a note of what we put in place.

What we do

1. Lodge every form, such as applications, rollovers, contributions and nominations.
2. Follow up each rollover and withdrawal until the money arrives.
3. Bring your super and investments together in one place, on the platform recommended in your advice.
4. Invest as your advice recommends, and start your pension and income payments where advised.
5. Set up your fee, as your agreement says.
6. Check everything against your advice before we close it off.
7. Tell your accountant and solicitor what we've done, and update Centrelink.

How long it takes

Set Up usually finishes about 90 days after you pay. Some providers take up to 60 days to process paperwork, so we do all the follow-up and keep you informed. If a step is going to take longer, we tell you before it does.

For the Concierge

Your advice may put a product in place rather than an investment account, such as an annuity, a funeral bond or a term deposit. The steps are the same.

When it's done

Keep our note of what we put in place with your records: it says what we set up and where everything is. For ongoing service, your first review is the next April or May.

For anything about your own money, talk to your adviser.

Questions? Text us on 0489 274 766 or email admin@primeyears.com.au.