This seminar provides members with the key issues to consider when entering retirement. Whether planning for an immediate retirement or just seeking to gain a better understanding of the central issues, this comprehensive seminar includes information on:
The ‘transition to retirement’ (TTR) option is a government initiative which recognises that members may want to decrease their working hours over time towards the end of their career. It allows members to access their super benefits as an income stream prior to retirement. Some members use it as an opportunity to boost their super benefits overall or just ease into retirement.
A number of proposed changes to super were announced as part of the Federal Budget. The 2016 Budget proposes the widest-ranging changes to superannuation seen in several years—but with an election likely to be held in coming months, changes may not be legislated and even if passed, most are unlikely to impact UniSuper members until 1 July 2017.
One change does take immediate effect, however, being a new ‘lifetime limit’ on the amount of after-tax (non-concessional) super contributions members can make.
In this webcast, we outline Budget proposals for super, tax and retirement income products.
Retirement planning today isn’t a one-size-fits all proposition – especially for women. Being prepared to spend more years in retirement with potentially fewer resources to fund those years is an increasing reality for many women. This webinar explores not only the financial aspects of retirement, but delves into some of the personal issues women will need to consider when thinking about their retirement years.
Research shows that women face unique challenges when it comes to retirement savings. They tend to have less super than men for many different reasons, including career breaks and time out of the workforce for to raise families, making it more difficult to build a reasonable amount of super.
This session is suitable for women of all ages who would like to develop a better understanding of financial matters and be more active in managing their retirement savings. Registration: Please register via the UniSuper website.
Do you have questions about UniSuper options?
UniSuper Consultant Ross Muller is available to assist ACU staff from all campus with free general advice on understanding their superannuation options.
Consultations are available through virtual meetings via a GoToMeeting webinar link. This option is available to staff in all location and will enable personalised videoconferencing.
Face-to-face meetings are also available at the North Sydney Campus each Wednesday. These meetings are held in Room 14B, Level 14, Tenison Woods House, 8-20 Napier Street, North Sydney. To make an appointment to see Ross, call 0418 508 015 or email email@example.com.
UniSuper will be also be available on campus regularly in Brisbane and Melbourne:
Brisbane: Gilda Ziviani is available on the third Monday of each month in Room AC.21, Block A. Email firstname.lastname@example.org to make an appointment.
Melbourne: Greg Lo Grasso is available on the third Wednesday of each month at Cochlear House. Email Greg.LoGrasso@unisuper.com.au to make an appointment.
Personal financial advice
UniSuper has qualified financial advisers available for personal appointments to discuss retirement planning and investment strategies, debt management and more. Your first appointment with UniSuper Advice is complimentary. If you choose to proceed, a fixed quote will be provided at the end of the meeting.
To make an appointment with Craig, please call the UniSuper Financial Advice Centre on 1300 331 685 or email email@example.com.