SuperSpace

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 Tuesday 13th September.

To book an appointment, please call the Newcastle Office on 1800 807 855

Download the flyer here.

UniSuper George Michelini, Private Client Adviser with UniSuper Advice, will be available for appointment at the Newcastle campus on Monday, September 17 and September 24 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.

Upcoming Seminars

State Super Financial Services

Salary Sacrificing? Stay under your Cap!

If you're salary sacrificing into super, its important you understand how changes to the concessional contributions caps could affect you.

Seminars will be presented :
 
WHERE:  THE THEATRE - HB13  HUNTER BUILDING,  CALLAGHAN CAMPUS
WHEN: THURSDAY 20TH SEPTEMBER AT 12.30 - 1.30

Download the flyer here

 

UniSuper Seminars

To attend the following seminars you will need to register online.  The registration page is easily accessed through the seminars section of the UniSuper website.  The link below allows you to view the seminars currently scheduled and to register to attend.

http://www.unisuper.com.au/members/seminars

TUESDAY SEPTEMBER 25

Your UniSuper Pension Options:  12 noon to 12.45 pm

Deciding how to structure income in retirement can be one of the most challenging aspects of leaving work. In this seminar, we outline the different UniSuper pension income options available, as well as general information regarding the Age Pension.

These sessions are suitable for members who are planning their retirement and keen to understand their options, including:

  • How superannuation pensions work
  • UniSuper's range of pension options
  • Taxation of pensions
  • Eligibility to receive the Age Pension, and
  • Interaction of UniSuper pensions with the Centrelink income and assets tests.

Unisuper Investment Update:   1pm to 1.45pm

This seminar provides members with an update on UniSuper investments and performance. Suitable for all UniSuper members who want to understand the different investment options available and make informed decisions on how their super is invested, this seminar covers:

  • Profiles of key investment options
  • Investment performance
  • Investment risk & return
  • Fund developments

TUESDAY NOVEMBER 13

UniSuper101 - An Introduction:  12noon to 12.45 pm

While especially relevant to members who have joined within the past 12 months, this session is suitable for all members who wish to gain an overview of the basics of UniSuper including:

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

Retirement Planning:  1pm to 1.45pm

The Retirement Planning seminar provides members with the key issues to consider before exiting the workforce. Whether planning for an immediate retirement or just seeking to gain a better understanding of the central issues, this comprehensive seminar includes information on:

  • Retirement income adequacy
  • Accessing superannuation benefits
  • Centrelink benefits overview
  • Retirement income streams
  • Estate planning considerations

Financial Health Webinars

You have a range of important Webinars to choose from:

  •     Superannuation for Women
  •     The bigger picture
  •     Transition to retirement
  •     Building your super and protecting your future
  •     Retirement planning

Click here for dates, times and registration details