UniSuper events - October

UniSuper events - October

Learn more about strategies to make your super and personal finances work for you. Make a free appointment with UniSuper Consultant Lindsey Aldis.

 Will you have enough funds in retirement?

Do you have questions about UniSuper options?

UniSuper Consultant Lindsey Aldis is available to assist ACU staff from any campus with free general advice on understanding their superannuation options.   Lindsay is available for virtual meetings via a GoToMeeting webinar link for ACU staff in any location which enables personalised videoconferencing.  To make an appointment with Lindsey, simply call 0408 108 518 or email lindsey.aldis@unisuper.com.au.

Lindsey is also available for face- to-face meetings on North Sydney campus each Thursday.   These appointments are held in Room 14B, Level 14, Tenison Woods House, 8-20 Napier Street, North Sydney.  Please see the contact details above to make an appointment.

UniSuper webinars and seminars

Webinar - Changes to Deeming Rules for Account-Based Pensions

From 1 January 2015, income from account-based pensions will be assessed in the same way as other financial investments which could affect any entitlement to the Age Pension (or other government benefits).   In May’s Federal Budget, the Treasurer announced new deeming rules will also apply to new applicants for the Commonwealth Seniors Health Card (not yet legislated). Learn more about how these changes may potentially impact you.

Webinar details:
Date: Tuesday 14 October 2014
Time: 1pm (Melbourne time)
Location: Webinar – register here

Webinars and face-to-face seminars are planned for November to give topical information on a range of areas to help you to maximise your super savings.  Visit the UniSuper ACU website to find out more.

New resource centre for retirement planning

UniSuper has launched a new online resource to help staff at all stages of their working life to set goals, plan ahead and ensure they have adequate finances in their retirement.

Visit the www.unisuper.com.au/reachyourgoals website to use handy tools such as the Retirement adequacy and Pension income calculators, which can help you work out how much annual income you may have in retirement.

Personal financial advisor at Strathfield

Staff at Strathfield campus can make an appointment to meet with a financial advisor to gain advice on their financial situation and consider creating a comprehensive personal financial plan.

Craig Naylor, Financial Adviser from UniSuper Advice, will be available at Strathfield for face-to-face appointments for personal financial advice on Wednesday, 8 October, 2014.  Appointments will be held in Room C2.31, 2nd Floor, Clancy Bldg., 25A Barker Road, Strathfield. 

To make an appointment with Craig, please call the UniSuper Financial Advice Centre on 1300 331 685 or email advice@unisuper.com.au.   Your first appointment with a UniSuper Advice is complimentary.  If you choose to proceed, a fixed quote will be provided at the end of the meeting.