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member education seminars

Our seminars have three clear objectives: engagement, member contributions and rollovers.

Seminars can be delivered face to face or via a webinar. Topics include (but are not limited to):

  • money and the life you want

      Learn how to gain financial freedom. The main topics discussed are: managing cashflow, understanding debt, money personalities, building wealth, protecting your assets and setting goals.

  • planning for the retirement you want

      This presentation informs pre-retirees of their options, helps them make informed decisions and avoid risk.

  • career transition – making the right financial choices

      Helping employees facing retrenchment address their financial concerns can reduce risks for the individual and the employer. Seminars are typically one hour and discuss final payment calculations, cashflow, superannuation and insurance changes, company benefits and planning for the future.

  • super basics

      This seminar aims to provide information about your company’s super fund benefits. Topics include: investment choices, insurance provisions and accessing super.

  • financial strategies for women

      This seminar looks at how to boost your super after being out of the workforce, spouse contributions and Government Co-contributions.

  • financial strategies in plain English

      This presentation provides simple explanations of financial jargon and strategies such as estate planning, gearing, types of personal risk insurance and super.

  • getting and staying money smart

      An interactive session helping participants make the most of every dollar and how to make their money work for them. Attendees will be encouraged to set goals relating to their debt, assets and income.

  • annual Federal Budget overview

      Our Federal Budget update is produced each year by our technical team and is an easy to understand guide to the key changes announced every May.

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