On-site Appointments: Callaghan Campus
State Super Financial Services has established a financial planning service at Newcastle University.
This service is aimed at State Super members to help them maximise their super and better plan their retirement. In particular, salary sacrifice and transition to retirement strategies.
Appointments are conducted on 2nd Thursday of each month. Next visit will be on Thursday 11th October 2012
To book an appointment, please call the Newcastle Office on 1800 807 855
UniSuper George Michelini, Private Client Adviser with UniSuper Advice, will be available for appointment at the Newcastle campus on Monday, 15 October 2012.
George is able to give advice to members (and their partners) on a variety of issues, from retirement, to pre-retirement planning and wealth creation.
Please call 03 9910 6309 if you would like to make a time to see George on the date above. If unavailable please leave a voicemail message and he'll get back to you ASAP.
Please be aware when making a booking you will be asked a series of questions to ascertain whether this is the right service for you. It may be more appropriate that your query is answered over the phone.
UniSuper Advice will not charge a fee for the initial appointment. If you wish to receive personal advice, a fixed quote will be provided at the conclusion of the meeting.
For more information about the services offered by UniSuper Advice, refer to their Financial Services Guide which is available at the UniSuper website www.unisuper.com.au
*For staff who are unavailable on this date, please call 03 9910 6309 to arrange an appointment at an alternate time.
Unisuper will be running several webinars during October. Please see below for details. You can also access further information on Unisuper's upcoming webinars via this link: http://www.unisuper.com.au/webinars
Superannuation for Women
Monday, 15 October 2012 at 10am (1 hour)
Surveys consistently demonstrate that the level of retirement savings of women tend to be significantly lower than men due to different working patterns, family responsibilities and relationship breakdowns. We can provide members with the tools to make well informed decisions about their financial future. 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.
The webinar will cover issues such as:
- how much do I need in retirement?
- government contribution incentives
- career breaks
- understanding your investment risk profile
- accessing benefits
- superannuation & your estate
To register, go to: https://www3.gotomeeting.com/register/769129902
Transition to Retirement
Monday, 22 October 2012 at 12pm (1 hour)
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 over, age 55 and would like an overview of:
- benefits of TTR
- 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
To register, go to: https://www3.gotomeeting.com/register/381545414
Building Your Super & Protecting Your Future
Monday, 29 October 2012 at 10am (1 hour)
This webinar seeks to provide members in the accumulation phase with a better understanding of the various Government incentives available for contributions into superannuation and the competitive insurance coverage offered through their account.
This webinar includes information on:
- Contributions overview
- Salary sacrificing
- Government contribution incentives
- Insurance options
- Risk/Return trade off
To register, go to: https://www3.gotomeeting.com/register/769823110