UniSuper events for December

Published: Monday 24th November 2014

Learn more about strategies to make your super work for you! See the listings below for UniSuper events for staff in December. If you have any questions or require further information please contact Lyna Marasigan, Senior Administrative Officer (Remuneration and Benefits), on ext 4343.

Seminars:

Managing your contributions

Strathfield

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

Seminar details:

Time: 1-2pm
Location: Room E2.73, 2nd Floor, Block E, 25A Barker Rd., Strathfield
To register: please register at the UniSuper website.
Date: Wednesday 10 December 2014

Webinars

Generation Y – Super Smart

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:

  • Budgeting
  • Managing debt
  • The benefits of investing in superannuation
  • Investment choice considerations
  • Superannuation contributions and incentives

Webinar details:
Date: Tuesday 2 December 2014.
Time: 1pm (Melbourne time)
Location: Webinar – register here.

Transition to Retirement

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
  • Taxation implications
  • Incorporating salary sacrifice to boost super benefits, and aspects to consider when determining if this strategy is appropriate for you

Webinar details:
Date: Wednesday 3 December 2014
Time: 1pm (Melbourne time)
Location: Webinar – register here.

UniSuper 101 – An Introduction

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:

  • Membership categories
  • Insurance options
  • Contributions overview
  • Investment options
  • Benefits of UniSuper

Webinar details:
Date: Tuesday 9 December 2014
Time: 1pm (Melbourne time)
Location: Webinar – register here.

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. 

Lindsey 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.

Financial advisers

UniSuper has qualified financial advisers available to meet with you 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.

Strathfield consultations

Craig Naylor, Financial Adviser from UniSuper Advice, will be available at Strathfield campus for face-to-face appointments for personal financial advice on Wednesday, 10 December, 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.

Other locations

Staff on other campuses can also make appointment with a financial advisor in their state - please call the UniSuper Financial Advice Centre on 1300 331 685 or email advice@unisuper.com.au.

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