Supporting your employees

Workplace visits

Individual sessions

We run individual sessions for your staff to answer questions they may have about super. These pre-booked sessions run for 30 minutes at your workplace, addressing topics such as:

• How much super might provide a 'comfortable' retirement?
• How can I use super to save for my first home?
• What should I consider if I’m nearing retirement?
• What insurance do I have?
• When can I access my super?
• Who can I nominate as my super beneficiary?

Group presentations

For induction

Our induction presentations run for 30 minutes and introduce new staff to your superannuation plan. We've designed this session to help new staff make informed decisions around their super, insurance and investment arrangements.

Making the most of your super

These sessions can cover all aspects of super — we can tailor sessions to suit your staff and their interests.

Topics offered

• Superannuation basics
• Investment options and how to choose between them
• Insurance cover and how much is enough
• How to take advantage of salary sacrifice
• Transition to retirement options
• How account-based pensions work
• Superannuation contribution rules
• Taxation of super

Retirement planning seminars

This group presentation is tailored to staff members who may be starting to plan for their retirement and is delivered by one of our experienced financial planners. The session runs for approximately 90 minutes and provides a deep dive into the following topics.

Topics offered

• Setting retirement goals
• When and how you can access your super
• Taxation of super
• Transition to retirement startegies
• Managing investment risk
• Age pension and other government benefits
• Estate planning