Fact sheets

Mercer Wealth Solutions produce a number of fact sheets to help individuals make sense of super, retirement, financial issues and more.

Click on the links below to download a .pdf version of the fact sheets that interest you.

To download Acrobat Reader, click here.


Budgeting and debt management - December 2009

Choosing a financial adviser - December 2009

Consolidating your super - February 2010

Ease yourself into retirement - December 2009

Estate planning checklist - December 2009

Financial fact find - October 2007

Get advice on estate planning - December 2009

Get advice on managing redundancy - December 2009

Insurance essentials guide - July 2010

Investment choice - July 2009

Planning for retirement - February 2010

Personal insurance - Are you and your family protected? - December 2009

Transferring your pension benefit from a UK scheme - June 2010

Salary sacrifice - December 2009

Self-managed superannuation - is it right for you? - June 2010

Super thresholds - 2010/11 - June 2010

Understanding managed funds - October 2009

Understanding market volatility - February 2010
This website is provided by Mercer (Australia) Pty Ltd (Mercer) ABN 32 005 315 917 as corporate authorised representative #260851 of, and on behalf of, Mercer Investment Nominees Limited (MINL) ABN 79 004 717 533, Australian Financial Services Licence #235906. MINL is the trustee of the Mercer Super Trust, ABN 19 905 422 981 (which includes the Corporate Superannuation, Personal Superannuation and Allocated Pension Divisions), the trustee of the Mercer Portfolio Service Superannuation Plan ABN 92 181 844 838, the responsible entity of the Mercer Portfolio Service Investment Plan and a wholly owned subsidiary of Mercer. Allocated Pensions and Transition to Retirement Allocated Pensions are provided through the Allocated Pension Division of the Mercer Super Trust. Mercer provides the Mercer Self-Managed Super Service (the Service) as a corporate authorised representative of MINL. Please refer to our Financial Services Guide. 'Mercer Wealth Solutions' and the petal logo are registered trademarks of MINL. Mercer financial advisers are authorised representative of MINL. This website contains general financial product advice which has been prepared without taking into account your personal objectives, financial situation or needs. You should consider the relevant Product Disclosure Statement for any of the products referred to in this website or the Product Information Statement for the Service and obtain advice from a licensed, or appropriately authorised, financial adviser before making any decisions concerning any of those products or the Service. For details on obtaining a Product Disclosure Statement for any of the products referred to in this website or the Product Information Statement for the Service refer to the website or contact 1800 633 403. © 2010 Mercer (Australia) Pty Ltd.