If you’re still working and thinking about retiring in the next 5-10 years, we can help you take some small steps towards ‘what’s next’. That way, you’ll feel more confident about planning your future lifestyle.  

In this webinar, we’ll help you:

• Get your finances on track
• Minimise tax and maximise your savings
• Ensure your super’s invested in a way that’s aligned to your future goals
• Access some of your super now as you transition to life after work
• The benefits of receiving financial advice through your super.

This is your chance to meet your CareSuper financial planners in a virtual Q&A webinar.

Been thinking you might need some financial advice, but not sure where to start or the questions to ask? If this sounds like you and you’re interested in learning how our financial planners can help you plan for life after work, or manage your money through retirement, don’t miss this opportunity.

You take the reins in this Q&A-style webinar. Join your peers virtually and ask us questions on topics such as:

• Your advice options through CareSuper, how to access advice, and what to expect when you meet with a financial planner 
• What a financial planner can help you with while you’re planning for life after work, and while you’re living it
• Spending in retirement to ensure you have enough money to meet your minimum expenses.
• Your flexible income options after you wind-down work (hint: your super can stay invested so you continue to benefit from investment earnings)
• Contribution strategies to maximise your super balance.
• How tax affects your super, and strategies to minimise the tax you must pay
• Eligibility for government benefits such as the Age Pension. 

Register for the webinar that best suits you. If you're based in VIC or NSW, choosing your local event will give you the opportunity to meet your locally-based planners. We look forward to meeting you and answering your questions. 

Many Australians receive income support via the Government Age Pension to supplement their income in retirement. Let us show you how the Age Pension can assist you in your post work life.

In this webinar, we’ll help you:

• Uncover how the Age Pension can supplement your super to provide an income in retirement
• Understand the eligibility criteria to access the Age Pension
• Discover how other income or assets may affect what amount you receive
• Where to go to for further information, and advice.

Managing your finances can be a challenge. Whether it's help with budgeting or learning about which assistance options or schemes might be available to you, we’re here to help empower you to financial success. 

In this webinar, we’ll help you: 

• Create a healthy relationship with your money
• Set financial goals and why you need a plan
• Invest to build wealth 
• Understand good debt vs bad debt
• Uncover investment risk and returns.

Whether retirement is decades away or right around the corner, taking some time out to learn more about your super will go a long way to helping you achieve your best possible post-work lifestyle. 

In this webinar, we'll help you:

• Understand the recent changes to super and how they might affect you
• Determine how much super you might need in retirement
• How to boost your super savings and maybe even claim a tax deduction too
• Uncover the benefits available with your CareSuper membership (hint: there’s quite a few)
• Show how insurance in super can protect you and your nearest and dearest
• Explore our investment options to make the best choice (or choices) for your situation.

We care about women’s financial wellbeing. Learn about the gender super gap and what you can do to improve your financial outcomes in retirement.

In this webinar, we’ll help you:

• Understand how your super works
• Realise the gender super gap
• Uncover steps you can take today to boost your super
• Understand how we support CareSuper members.

You have access to 12 different investment options, each with different targets for returns and levels of investment risk, plus a Direct Investment option. But which one (or more!) is right for you?   

In this webinar we'll help you understand; 

• How your super is invested – understanding the types of investments we hold  
• Your investment options as a CareSuper member  
• The importance of taking a long-term view when it comes to investing your super  
• Our active approach to investing, how we search and select the best opportunities, and protect your super during periods of volatility  
• Unit prices and how they work 
• How we consider ESG principles. 

You’re one of a kind and we’ve got insurance cover to fit you. Insurance through super can be an affordable and tax-effective way to protect you and your loved ones if something hits you out of the blue.

In this webinar, we’ll help you:

• Understand our different insurance cover options available to you:
  • Death insurance (also known as life insurance)
  • Total and permanent disablement (TPD) insurance and
  • Income protection insurance.
• Discover the insurance cover benefits available to you through CareSuper
• Calculate how much cover you need and the costs with our insurance calculator
• Tailor your insurance cover so it’s right for you
• Nominate beneficiaries
• Apply for an insurance fee waiver if you’re a new parent on parental leave.

Making extra contributions (even small ones) to your super can have its advantages. If you’re looking to find out what you can do now to boost your super balance and make the most of tax concessions, this webinar is for you.

In this webinar, we’ll help you:

• Understand how much super you need to retire?
• Explore the different types of super contributions. What are they and why make them?
• Make the most of tax concessions
• Understand contribution caps and government assistance
• Uncover tips on making contributions and how to check your limits.

Retiring well can mean different things to different people. And whether you’re planning to reduce your working hours or finishing work altogether, we’re here to help you unpack all the numbers and retirement options available to you for your best life after work.

In this webinar, we’ll help you: 

• Determine your future income requirements and how much super you might need in retirement
• Work out if you’re at risk of outliving your savings
• Decide which retirement income option is best for you
• Uncover how the Age Pension can supplement your super to provide an income in retirement
• Understand what happens to your super if you return to the workforce after retiring
• Start a plan now for financial security.

If you’re already retired or planning to retire in the next 12 months, then this webinar might be for you.

In this webinar, we’ll help you:

• Understand the eligibility for government benefits such as the Age Pension
• Turn your super into a regular and guaranteed income in retirement
• With strategies for minimising tax and maximising retirement savings
• Set up your super to meet your needs
• Discover the benefits of receiving financial advice through your super.

To learn more about how your super could help you get into the housing market sooner, join our upcoming webinar.

You'll hear from our Member Education Specialist who'll explain how the FHSSS can help you get ahead while saving on tax. 

No In-Person events are currently scheduled. Please check back for updates later.