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Workplace visits

Individual sessions
Group presentations

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?

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

  • 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
  • How to manage longevity risk in retirement
  • Centrelink and the age pension
  • Superannuation contribution rules
  • Contribution splitting
  • Taxation of super

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