Friday, 21 August 2015

On Campus Financial Adviser Day

Tuesday 1 September - 55 Broadway

New and current employees are encouraged to seek advice relating to their own personal circumstances. Stephen Brereton and Stephen Henshall are UniSuper Advisers visiting UWA campus for individual appointments. To book an appointment please contact 1300331685 or email [email protected]

Generation Y – Super Smart (webinar)
Tuesday 1 September – online – 11am (duration 1 h)
Register here

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 webinar 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

Transition to Retirement (webinar)
Wednesday 2 September – online – 11am (duration 1 h)
Register here

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

Managing your Contributions (webinar)
Friday 4 September – online – 11am (duration 1 h)
Register here

The rules around contributing to super can be complex and confusing. This webinar 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

Retirement Planning & Centrelink (webinar)
Tuesday 8 September – online – 11am (duration 1 h)
Register here

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

UniSuper 101 – An Introduction (webinar)
Wednesday 9 September – online – 11am (duration 1 h)
Register here

UniSuper offers flexible products for new and existing members to choose from. This webinar seeks to introduce (primarily) new employees to the basic fund offering, including details of the defined benefit option versus accumulation alternative. Issues covered by this webinar include:

. Membership categories

. Insurance options

. Contributing to your super

. Investment options; and

. Benefits of being a UniSuper member

UniSuper Accumulation 1 (webinar)
Wednesday 16 September – online – 11am (duration 1 h)
Register here

This webinar is aimed for our Accumulation 1 members and provides an overview of UniSuper’s Accumulation 1 account including contributions options, investment and insurance options. Issues covered by this webinar include:

. Understanding UniSuper Accumulation 1 Account

. Contributions and saving for your retirement

. Insurance options

. Fees

. Investment options

. Benefits of UniSuper membership generally

Managing your Contributions – Accumulation Members (seminar)

Thursday 17 September – Webb Lecture Theatre – 12:30pm (duration 1h)
Register here

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

On-campus consultant at 55 Broadway – Tricia Bailly

Tricia Bailly is available every Wednesday, Thursday and Friday. To book an appointment simply email [email protected]

UniSuper on-campus consultant will be able to:

. help answer general questions about UniSuper forms or paperwork

. provide information about your UniSuper membership

. explain how to set up access to your UniSuper account online

. help you understand super contributions and caps

. give general information about UniSuper’s products and services

. explain various topics, such as how you can make additional voluntary contributions, salary sacrifice contributions or combine your different super accounts.

UniSuper Consultative Committee – UWA staff representatives

If any employees wish to send feedback, ask question or raise concern with UWA superannuation fund UniSuper, they can contact their representatives:


Academic Staff Representative

Stuart Bunt

Phone 6488 2983

Email [email protected]

Professional and General Staff Representative

Celine Gaudin

Phone 6488 7186

Email [email protected]

A link to all UniSuper seminars and webinars is available on the HR website mainpage (under the announcements section) - the tile is linked to the dedicated page for UWA employees on UniSuper website.

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