Types of advice

We offer three levels of advice. If you’re not sure which one is right for you, call us on 1800 823 842 and with a few short questions we can recommend the right service for you.



UniSuper account information and general advice


  • Provided by an on-campus consultant or over the phone
  • Available to you and your partner
  • No additional cost

Topics

  • Your UniSuper membership
  • Your investment options
  • Your insurance options
  • How to consolidate your super
  • Contributions (including salary sacrifice and concessional contributions caps)
  • Your pension options

Cost

No additional cost. This service is provided as part of your membership and is covered by your administration fees.


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Select advice


  • Personal advice from a qualified financial adviser
  • Your fee may be paid from your UniSuper account, if eligible
  • In person, over the phone or via video conference

Topics

  • The right super or pension investment strategy for you
  • The most effective contributions strategy (including concessional and non-concessional contributions) for you
  • Personal insurance recommendations
  • Setting up a savings plan (limitations apply)
  • Setting up a Flexi Pension

Cost

Up to $205 per hour. Typically the total fee is in the range of $410 - $990.

The total cost of select advice depends on your advice topics, whether you choose a phone or face-to-face appointment and whether you implement the advice yourself or need our help. We’ll quote your total fee before you decide whether to proceed with our services.


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Comprehensive advice


  • Personal advice from a private client adviser
  • Covers a wider range of financial matters
  • Obligation-free initial consultation
  • Available to you and your partner
  • In person

Topics

  • Superannuation
  • Investments outside of super
  • Insurance
  • Debt management
  • Income planning
  • Retirement planning
  • Government entitlements

If you need specialist services that we can’t provide, your adviser will also refer you to other specialists, such as estate planning lawyers, aged care placement services and registered tax agents.


Cost

Up to $315 per hour. Generally the total fee will be in the range of $2,500 - $5,500.

The total cost of comprehensive advice depends on your needs, the complexity of your situation and any high-value investments. We’ll quote your total fee at your initial consultation before you decide whether to proceed with our services.


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Review advice

A regular review of your comprehensive advice ensures your financial plan stays on track.

Services

  • Assess how you're progressing towards achieving your financial goals.
  • Revise your financial plan in light of changes to your financial situation or any economic and legislative changes.
  • Review your investment portfolio and make changes where necessary. We take into consideration any changes to your position and your attitude towards investment risks.
  • Ongoing support from your local UniSuper Advice team for one year.

Cost

Starts from

  • $1,100 for a single
  • $1,700 for a couple

Any new advice or additional work associated with your review is charged at up to $250 per hour.


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