Webinars

To register, click above link or go to the webinar registration page.

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

Tuesday
17 March 2015

13:00(Melbourne time)

(1hr)

To register, click above link or go to the webinar registration page.

This presentation combines the Retirement Planning seminar with additional information on Centrelink. Don’t miss this opportunity to hear about key retirement planning and Centrelink issues including:

• Accessing superannuation benefits
• Retirement income streams
• Estate planning considerations
• Centrelink in detail
• Treatment of superannuation pension and lump sums against the Age Pension

Wednesday
18 March 2015

13:00(Melbourne time)

(1hr)

Women & Super – Bridging the Gap

To register, click above link or go to the webinar registration page.

Research shows that women face unique challenges when it comes to retirement savings. They tend to have less super than men for many different reasons, including career breaks and time out of the workforce for to raise families, making it more difficult to build a reasonable amount of super.

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:

• Understanding the retirement gap and the factors that contribute to it
• Easy and free steps to close the gap
• Ways to boost your super; including taking advantage of government incentives
• Examples of how we’ve helped members close the gap

Thursday
19 March 2015

13:00(Melbourne time)

To register, click above link or go to the webinar registration page.

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

13:00 (Melbourne time)

(1hr)

To register, click above link or go to the webinar registration page.

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

Tuesday 
28 April 2015

13:00(Melbourne time)

(1hr)

To register, click above link or go to the webinar registration page.

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

13:00(Melbourne time)

(1hr)

To register, click above link or go to the webinar registration page.

Deciding what to do when it’s time to use your super for retirement can be daunting. This seminar aims to explain the common options available to generate income and fund your retirement goals.Topics discussed include:

• Challenges in retirement
• Pension options including annuities and account-based pensions
• Risks and benefits of different income options
• The effect of income options on the Age Pension and aged care costs

13:00(Melbourne time)

(1hr)

To register, click above link or go to the webinar registration page.

This seminar provides members with the key issues to consider when entering retirement. Whether planning for an immediate retirement or just seeking to gain a better understanding of the central issues, this comprehensive seminar includes information on:

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

13:00(Melbourne time)

(1hr)

To register, click above link or go to the webinar registration page.

• 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

13:00(Melbourne time)

To register, click above link or go to the webinar registration page.

• 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

13:00(Melbourne time)

To register, click above link or go to the webinar registration page.

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

Tuesday
16 June 2015

13:00(Melbourne time)