Learn more about strategies to make your super work for you - through a UniSuper seminar or webinar in September.
Seminar: Pension Options for Pre 1998 Defined Benefit Members
Did you know that if you are a long-standing Defined Benefit Division (DBD) member with continuing membership in the DBD since 1 July 1998, you may be eligible for a Defined Benefit Indexed Pension in retirement?
A Defined Benefit Indexed Pension can provide you with a regular income for the rest of your life, and is indexed each year to help you meet any increase in living costs.
Date: September 10, 2014 Time: 12:00 PM - 1:00 PM Location: 16A Tenison Woods House, 8-20 Napier Street, North Sydney NSW
Craig Naylor, Financial Adviser from UniSuper Advice, will be available at North Sydney campus for face-to-face appointments for personal financial advice on Wednesday, 10 September, 2014. Appointments will be held in Room 14B Tenison Woods House, 8-20 Napier Street, North Sydney.
To make an appointment with Craig, please call the UniSuper Financial Advice Centre on 1300 331 685 or email firstname.lastname@example.org. 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.
Webinar: Generation Y - Supersmart
For Generation Y, now is the time to visualise what type of retirement you seek, and level of funding required to support this outcome. This seminar takes younger members through the first key steps in developing a solid superannuation savings base from which to steadily grow their retirement nest egg. Covered in the presentation 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. This session is suitable for members who are approaching, or are over age 55 and would like an overview of:
The potential benefits of a TTR strategy
Converting super to an income stream
Incorporating salary sacrifice to boost super benefits, and
Aspects to consider when determining if this strategy is appropriate for you
The rules around contributing to super can be complex and confusing. This seminar aims to take away the confusion and explain the different types of contributions to super. It is suitable for all members and will cover:
the types of contributions available and how they are taxed
the contribution caps that apply
incentives to contribute to super such as the spouse rebate
ways to manage your contributions
special rules for some Defined Benefit Division members
This presentation combines the Retirement Planning seminar with an additional presentation from a Centrelink representative. Don’t miss the opportunity to hear from both UniSuper and Centrelink experts on key retirement planning and Centrelink issues including:
What do you plan to do in retirement?
Accessing superannuation benefits
Retirement income streams
Estate planning considerations
Centrelink in detail
reatment of superannuation pension and lump sums against the Age Pension
UniSuper offers flexible products for new and existing members to choose from. This seminar seeks to introduce (primarily) new employees to the basic fund offering, including details of the defined benefit option versus accumulation alternative. Issues covered by this seminar include:
This webinar is aimed for our Accumulation 1 members and provides an overview of UniSuper’s Accumulation 1 account including contributions options, investment and insurance options. Issues covered by this webinar include:
If you have any questions or require further information, please contact Lyna Marasigan, Senior Administrative Officer (Remuneration and Benefits), on 02 9701 4343.
On-campus consultant available at North Sydney
UniSuper Consultant Lindsey Aldis is now available on North Sydney campus each Thursday to assist staff with general advice on understanding their superannuation options. To make an appointment to see Lindsey, simply call 0408 108 518 or email email@example.com
UniSuper has qualified financial advisers available to meet with you for personal appointments to discuss retirement planning and investment strategies, debt management and more. The 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 a personal appointment with a financial advisor, please call the UniSuper Financial Advice Centre on 1300 331 685 or email firstname.lastname@example.org.