Is Your Super Safe? Lessons from the First Guardian Collapse

This episode is a timely deep dive into superannuation safety following the collapse of First Guardian Capital. Mark and Shani break down what went wrong, the warning signs investors missed, and the due diligence steps you can take to protect your retirement savings. Topics Covered: • What happened in the First Guardian collapse • The difference between investment risk & product risk • How to spot red flags in super funds • Why liquidity and transparency matter for your retirement • Questions to ask any adviser or salesperson before switching funds • Why due diligence is still essential in a regulated system Shani's article: How to avoid losing your Super: https://www.morningstar.com.au/person... PRE-ORDER Mark and Shani's New Book: https://amzn.to/46qMXAu Sign up for a Free 4-Week Trial for Morningstar Investor: https://www.morningstar.com.au/produc... Disclaimer: This video has been prepared for clients of Morningstar Australasia Pty Ltd and/or New Zealand wholesale clients of Morningstar Research Ltd. Any general advice has been provided without reference to your financial objectives, situation or needs. You should consider the advice in light of these matters and any relevant Product Disclosure Statement before making any decision to invest. To obtain advice for your own situation, contact a financial advisor. For more information please read our Financial Services Guide (or ‘FSG’) available at: www.morningstar.com.au/s/fsg.pdf or by calling us on 1800 03 44 55. By viewing this video you agree to the FSG being made available to you electronically via the Morningstar website or by contacting us for a copy. Past performance does not necessarily indicate a financial product’s future performance. #Superannuation #InvestingAustralia #SMSF #FinancialSafety #MorningstarAU #RetirementPlanning #FirstGuardian #WealthProtection #RetirementPlanning #InvestingAustralia ##PassiveIncome #MorningstarAU #FinancialIndependence #Dividends #investingaustralia