As the fund for the higher education sector, UniSuper provides members with an array of products from accumulation-style accounts to complex defined benefit superannuation and pensions.

How Advice SA can help UniSuper members

Using an adviser who understands UniSuper products, particularly one experienced in dealing with the complexities of the various defined benefit divisions, is critical to ensuring an optimisation of benefits. From changes to the default arrangements for new entrants to UniSuper, to complex defined benefit retirement options for long-standing members, our Advisers have an intimate knowledge and understanding of the fund offering having advised hundreds of UniSuper members.

Advice SA can provide advice on the following AustralianSuper products:

SuperannuationRetirement Income streamsInsurance within superannuation
• Accumulation 1
• Personal Account
• Defined Benefit Division & Accumulation 2
• Flexi Pension
• Defined Benefit Index Pension
All insurance options

Common areas we provide advice to UniSuper members include:

  • Accumulation v Defined Benefit choice for new members
  • Optimising Defined Benefit entitlements
  • Deferring of benefits when exiting the higher education sector
  • Investment Choice
  • Contribution Strategy
  • Insurance
  • Transition to Retirement
  • Income stream structure and establishment
  • Evaluating Defined Benefit Index Pension versus Account-based Pension options at retirement
  • Retirement Planning
  • Superannuation re-contribution
  • Wealth management
  • Estate Planning including reversionary considerations for income streams
  • Strategies to maximise potential Age Pension entitlements

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