Bonus Episode: How Cat & Luke *Almost* Lost $100,000 of their Australian Super

In today's podcast, we have a snippet of an unaired episode that was too good not to share.

In this bonus episode, Cat shares how her husband, Luke almost lost $100,000 in his Australian Super. And no, we're not talking about market movements or poor investment choices. This was all because of a transfer error with the fund provider, it went MIA.

We also chat about:

• The year-long process and the hoops Cat had to jump through to solve the issue
• Why Cat had to resort to using LinkedIn to speed the process up
• The steps taken by the fund provider to compensate for the lost gains
• Why this s is a great reminder of why you should regularly check in on your investments

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Disclaimer:
Investing involves risk including the possible loss of principal and there is no assurance that the investment will provide positive performance over any period of time.

The information provided should not be relied upon as investment advice or recommendations and should not be considered specific legal, investment or tax advice.

Any information we provide is general only and current at the time of writing.

Kernel Wealth Limited is the manager and issuer of the Kernel KiwiSaver Plan and Kernel Funds scheme. The Product Disclosure Statements are available at www.kernelwealth.co.nz