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Your questions answered

Why offer advice?

As your needs and lifestyles change over time, accessing value for money financial advice becomes ever more important.

Until recently, UniSuper was limited to providing members with information and advice relating to their superannuation and retirement plans. However, as a result of strong member demand for services that go beyond super advice, we are pleased to be able to offer our expanded service.

UniSuper Advice can now assist members across a broad range of topics, including estate planning, superannuation and retirement planning, non-super investment, insurance and wealth creation.

Is this service available to members in all states and regional areas?

Irrespective of where you live, should you need simple advice on your superannuation, our phone-based Financial Advice Centre is here to help. 

For those members with more complex or comprehensive needs, our face-to-face UniSuper Advice service is already available in Victoria, New South Wales and Queensland.
Members in Western Australia, South Australia and the ACT will have access to UniSuper Advice progressively from early 2010.
 
In the meantime, you can still talk to one of our advisers by phone on 1300 331 685 (local call cost) and regular visits to interstate and regional campuses will be organised and publicised regularly.

What are the hours of operation?

Our phone-based services operate between the hours of 9am and 5pm (AEST). The financial advisers are available to meet with members upon request during business hours.

What are the turnaround times?

For a phone consultation, you will be booked in for an outbound phone advice appointment within 10 days and the Statement of Advice would follow up to 15 days later.
 
For face-to-face advice, the formulation of a Statement of Advice would take approximately 15 working days from the day all the relevant member information is given to the adviser.

How much will this service cost?

We are 100% committed to providing you with products and services that are value for money, high quality and commission-free.
 
You will be provided with a fixed price quote before you incur any direct fee and we will seek to deduct advice fees (particularly for simple superannuation advice) from your UniSuper account. However, fees will only be deducted from your UniSuper account for superannuation-related advice.

How can fees be paid?

By personal cheque and credit card. In some circumstances, where fees relate to superannuation advice, part of the fee may be paid by a deduction from your UniSuper account.

Can the fee come out of my superannuation account?

We will seek to deduct advice fees (particularly for simple superannuation advice) from your UniSuper account. Fees will only be deducted from your UniSuper account for superannuation-related advice, up to $500 per member. All non-superannuation advice will be invoiced directly to you.

Are commissions paid to USM from product issuers?

No.

 

 

 
 

Important information: Prepared and issued on behalf of UniSuper Management Pty Ltd. ABN 91 006 961 799. AFSL No. 235907. This information is of a general nature only and does not take into account your personal objectives, financial situation or needs. Before making an investment decision, you should speak to a financial adviser to consider whether this information is appropriate to your needs, objectives and circumstances. You should read this information in conjunction with the relevant Product Disclosure Statement where this is applicable.

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