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Sunsuper's 5 key questions to ask your super fund presentation

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Sunsuper sponsored the HR Leaders Resources Summit and gave this important presentation

Sunsuper sponsored the HR Leaders Resources Summit and gave this important presentation

Published in: Economy & Finance, Business
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  • 1. Q3: How will you help me understand my super? Leanne Whicker GENERAL MANAGER – PEOPLE AND STRATEGY
  • 2. Disclaimers and disclosures This presentation contains general advice and does not take into account the investment objectives, financial situation or needs of any particular individual. Because of this you should consider the appropriateness of the advice, having regard to your own particular objectives, financial situation and needs before acting on any advice. You need to apply the concepts to your own situation before making an investment decision. You should obtain and consider a copy of the Product Disclosure Statement (PDS) before making a decision to acquire, or continue to hold the product. You can obtain a PDS by contacting the Customer Service Hotline on 13 11 84 or by visiting www.sunsuper.com.au. Before making a decision to switch between superannuation funds you should consider whether there is any impact from exit fees, withdrawal fees or loss of other benefits. Staff are employees of Sunsuper Pty Ltd and may act as a representative of either the Sunsuper Pty Ltd or Sunsuper Financial Services Pty Ltd AFS Licensee. As employees of Sunsuper, we are likely to give preference to Sunsuper products in any recommendations. We are remunerated by salary package, a portion of which is payable on achievement of key performance indicators. Further information is available in the Financial Services Guides for Sunsuper and Sunsuper Financial Services1. 1 Simple advice about super is provided at no additional cost. More detailed advice may incur a fee. All advice is provided by representatives of either Sunsuper Pty Ltd or Sunsuper Financial Services Pty Ltd (ABN 50 087 154 818, AFSL No. 227867), a wholly owned subsidiary of Sunsuper.
  • 3. Importance of selecting the right super partner
  • 4. Q1. How can you help me retain my staff?
  • 5. Q2. How will you make my life easier?
  • 6. 0% 5% 10% 15% 20% 25% 30% 35% 40% 45% 1 2 to 5 6 to 10 11 to 20 21+ Contributions to multiple funds increasing 2003 2005 2007 2009 2011 © 2011 Cameron Research Group Q2. How will you make my life easier?
  • 7. Q2. How will you make my life easier? Paying 56 different funds, taking 6 days to process Large national company Met with Sunsuper Sunsuper Help move to clearing house Extract one file Upload online Process under one hour
  • 8. Q3. How will you help me understand super?
  • 9. 1 July 2013 Increase SG rate from 9% to 9.25% SG contributions for employees 70 years or over I January 2014 MySuper: SG payments to MySuper compliant fund 1 July 2014 Increase SG rate from 9.25% to 9.5% Superstream: new data and e-commerce standards 1 July 2015 Increase SG rate from 9.5% to 10% 1 July 2016 Increase SG rate from 10% to 10.5% 1 July 2017 Increase SG rate from 10.5% to 11% 1 July 2018 Increase SG rate from 11% to 11.5% 1 July 2019 Increase SG rate from 11.5% to 12% Q3. How will you help me understand super?
  • 10. Q4. How will you help my staff maximise their retirement savings?
  • 11. Q4. How will you help my staff maximise their retirement savings? Welcome to Sunsuper Watches video Makes investment choice Calculator Salary sacrifices Lost super $1500 Transition to retirement Turns 45 SunTracker invite
  • 12. Q4. How will you help my staff maximise their retirement savings? Calls Sunsuper Surplus cash wants to save each month $600 per month Salary Sac Checks cont caps limit SS extra $600 Pay decrease $369 Extra $64,000
  • 13. Q5. How will you help my staff if something goes wrong?
  • 14. Injured Rings Sunsuper Receives claim pack Every 10 days Updated Claim approved Rehabilitation program begins Return to light duties Q5. How will you help my staff if something goes wrong?
  • 15. Q5. How will you help my staff if something goes wrong?
  • 16. …for the second year in a row!
  • 17. Low fees Profit for members 1.2 million members Strong performance Industry leading super fund
  • 18. Q5. How will you help my staff if something goes wrong?

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