UniSuper seminars

UniSuper - an introduction

While especially relevant to members who have joined in the past 12 months, this seminar is suitable for all members wanting to gain a basic overview of UniSuper, including: the difference between defined benefit and accumulation accounts; insurance options available to members; an outline of the different investment options offered, and the benefit of UniSuper membership for life. Presented by Frank Scarrabelotti, Education Manager - NSW for UniSuper.


3 March 2011

Listen to the podcast (Running time: 47mins 54 sec; 43.8MB; MP3)

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Find out more about your superannuation options on the UniSuper website

Leaving work options - resignation

This seminar outlines the UniSuper options available to members that may be changing jobs or thinking about leaving the higher education sector. Topics covered include: potential benefits of retaining UniSuper membership; the significance of the 90 day timeframe to make a decision regarding your Defined Benefit Division or Accumulation 2 account; how your insurance cover may change; nominating UniSuper as your 'Choice of fund' with your new employer; considerations for accessing your super. Presented by Frank Scarrabelotti, Education Manager - NSW for UniSuper.

4 November 2010

Listen to the podcast (Running time: 35min 28sec; 32.4MB; MP3)

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Download fact sheets on Leaving Work Options from the UniSuper website

Super & Retirement – Plan for your future

This session is designed to prompt UniSuper members thinking about retiring in 5-10 years to start planning the timing of the retirement. Topics covered include: how part time work may affect your super benefits; taxation implications of accessing super as a lump sum; a basic overview of the different types of UniSuper; pensions available; organisations that can provide resources and further information. Presented by Frank Scarrabelotti, Education Manager - NSW for UniSuper.

4 November 2010

Listen to the podcast (Running time time: 28min 52 sec; 26.4MB; MP3)

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Download fact sheets on Planning Your Retirement from the UniSuper website


Superannuation and financial considerations for women

Surveys consistently demonstrate that the level of retirement savings of women tend to be significantly lower than men due to different working patterns, family responsibilities and relationship breakdown. This presentation from UniSuper Advice provides members with the tools to make well informed decisions about their superannuation. Issues covered include: understanding your options in UniSuper; how to make a difference to your investment; protecting what you’ve already got; super and legal issues to think about.

12 October 2010

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For more information and advice visit the UniSuper website

Transition to retirement strategy explained

The ‘transition to retirement’ option is a government initiative that recognises that you may want to decrease your working hours over time towards the end of your career. It allows you to access your super benefits as an income stream prior to retirement. Some members use it as an opportunity to boost their super benefits overall or just to ease into retirement. This information session focuses on the impact this approach may have on your retirement planning, tax situation and final super benefit. It is suitable for members who are approaching or over age 55, and want to understand the pros and cons of this strategy, including government intent and requirements; how to convert your super to an income stream; taxation implications; incorporating salary sacrifice to boost your benefits; and other issues to consider. Presented by Frank Scarrabelotti, Education Manager - NSW for UniSuper.


15 September 2010

Listen to the podcast (Running time time: 44 mins 16 sec; 40.5 MB; MP3)

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Download a UniSuper Fact Sheet Transition to Retirement

Tax and super for temporary residents

In this information session for University of Sydney staff, Frank Scarrabelotti, Education Manager - NSW for UniSuper, provides an overview only of some of the issues that affect temporary residents. He looks at differences in residency definitions; how your income is taxed; super entitlements; claiming super when you leave Australia; options if you stay in Australia. This is a complex area and if you are unsure how your situation is treated, we recommend that you seek expert guidance from the Australian Taxation Office (ATO) or an accountant.

17 August 2010

Listen to the podcast (Running time time: 41mins 51sec; 32 MB; MP3)

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For more information visit the UniSuper or Australian Taxation Office websites

What do I need to know about life insurance?

Your life can change, and so should your insurance cover! In this information session for University of Sydney staff, Frank Scarrabelotti, Education Manager - NSW for UniSuper, invites the audience to reflect on their situation and how much UniSuper life insurance they may like to have. He discusses planning for the unexpected; UniSuper’s insurance options; how much and types of cover; UniSuper insurance enhancements. Note: the information in this presentation contains general advice only. It has been prepared without taking account of your objectives, financial situation or needs. Before making an investment decision, you should speak with a financial adviser to consider whether this information is appropriate for your needs, objectives and circumstances.

5 August 2010

Listen to the podcast (Running time 48 min, 30 sec; 44 Mb, MP3)

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To obtain a copy of the Optional Insurance Cover For Members Booklet and other information visit the Insurance Options section of the UniSuper website

Contribution caps – what are they and how are you affected? Tips, traps and strategies

This seminar covers the different types of contributions: concessational and non-concessational contributions, government incentives and salary sacrifice.

Semester 1, 2011

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