State Super Financial Services – Callaghan Campus Visits
State Super Financial Services provides full on-site Financial Planning services. The service is aimed at ensuring that employees understand their superannuation, maximise their entitlements, understanding salary sacrifice, contribution cap limits and transition to retirement options that may work for them.
State Super Financial Services – Financial Planning Presentations
State Super Financial Services will be conducting financial planning presentations at Callaghan and Ourimbah. The presentations are open to all University employees.
Seminar topic: Retirement Planning & Centrelink
Date and time: Tuesday 28th May 6.30pm
Location: Mayfield ex Services Club, 58 Hanbury St, Mayfield
This presentation combines the Retirement Planning seminar with an additional presentation from a Centrelink representative. Don’t miss this 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
- Treatment of superannuation pension and lump sums against the Age Pension
A copy of the seminar material will be provided after the session. We look forward to seeing you there.
UniSuper Advice - Callaghan Campus Visits
No matter what stage of life you're at, UniSuper Advice can offer you quality financial advice. Whether you're just after some simple advice or want to develop a comprehensive financial plan, UniSuper Advice can help.
George Michelini, Financial Adviser from UniSuper Advice will be at the Callaghan campus of the University of Newcastle on Monday 13 May and Monday 17th June 2013.
If you're interested in meeting with George please phone 0417 144 452 to arrange an appointment.
Your first appointment with UniSuper Advice is complimentary. If you choose to go ahead with the next stage, a fixed quote will be provided at the end of the meeting.
Whichever type of advice you choose, your first appointment with UniSuper Advice is complimentary. If you wish to proceed, a fixed quote will be provided at the conclusion of the meeting.
UniSuper Advice is the financial planning service available to UniSuper members and their spouses through UniSuper Management Pty Ltd.
For more information refer to the Financial Services Guide here.
*For staff who are unavailable on these dates, please call 03 9910 6309 to arrange an appointment at an alternate time.
Take a look at the webinars we're offering in the next few months, from the convenience of your own computer.
- Retirement Planning & Centrelink
- Understanding Contributions and Caps
- Wealth Creation and Protection
- UniSuper 101 – An Introduction
- Pre-Retirement Planning
Off work due to injury or illness?
Defined Benefit Division or Accumulation 2 members who are temporarily unable to work due to injury or illness may be eligible to receive a temporary incapacity benefit from UniSuper. More information can be found at the UniSuper website
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