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Information sessions

Feeling confused about super?

You're in the right place. Our information sessions can help you make confident choices for life during and after work. 

Which session should I go to?

We can give you a hand to learn about super and retirement, no matter where you are in life. Our information sessions are relaxed and informal. 

You can attend as many sessions as you like and they’re included with your CBUS membership. Have a partner or friend who wants to come along? They're very welcome to join us. 

 

Find a session for where you are in life:

I'm still working

Session that are useful if you're still working are:

  • Financial literacy
  • Super health check 
  • Boost your super 
  • Discover your insurance options within super
  • Choosing the right investment option for your super 
  • How much is enough?
  • Transition to Retirement income streams
  • 3-part Retirement Planning series (webinar)
  • Retirement Planning seminar (in-person) 

I'm planning retirement

Useful sessions for planning your retirement are:

  • How much is enough?
  • Boost your super 
  • Super health check 
  • Transition to Retirement income streams
  • 3-part Retirement Planning series (webinar)
  • Centrelink Age Pension
  • Boost your super with the home downsizer contribution
  • Choosing the right investment option for your super
  • Retirement Planning seminar (in-person) 

I'm retired

If you've clocked off for good, take a look at these sessions:

  • Retiree Information Forum (RIF)
  • Centrelink Age Pension
  • Boost your super with the home downsizer contribution

What can I learn about?

We cover different topics during the year. Here's a guide to the sessions you can join:

Super

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Super health check

  • Walk you through the key components of your super
  • Discuss the benefits of setting it up to suit your needs
  • Share tips and examples on tailoring your super

Boost your super 

  • Tax effective ways to boost your retirement savings 
  • Contribution strategies to help maximise your super 
  • Making the most of the Government Co-contribution 

Discover your insurance options within super 

  • Types of insurance available in super: Income protection, Permanent Disability and Death cover  
  • How you can tailor your levels of insurance cover  
  • Who you can (and can’t) nominate to receive a death benefit payment  

Choosing the right investment option for your super 

  • Understanding investment basics: risk and return, volatility, asset classes and diversification  
  • How CBUS invests
  • Our range of investment options, including the self-managed option   
  • The importance of long-term investing in super 

Retirement

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3-part Retirement Planning series (webinar)  

  • Session 1 of 3
    • Getting your super ready 
    • How much is enough? 
    • Contribution opportunities before and after retiring 
  • Session 2 of 3
    • Optimising your super and getting access 
    • Understanding your investment options 
    • Accessing super: Transition to Retirement income streams 
  • Session 3 of 3
    • Maximising your retirement income 
    • Accessing super: retirement income streams 
    • Age Pension, your home equity and other potential income support 

Retirement Planning seminar (in-person) 

  • Boosting your super tax effectively before and after retiring 
  • How and when you can access your super tax free 
  • Super income streams while you're still working or in retirement 
  • Investments in super 
  • Super and the Age Pension 

Transition to Retirement strategy income streams 

  • Options for decreasing your hours without reducing your take-home pay
  • Discover how to boost your super and reduce your tax 
  • Understand when you can access a TTR and what the rules are

Centrelink Age Pension 

  • Overview of the Assets and Income tests 
  • How super can affect your Age Pension eligibility 
  • How to apply for the Age Pension 

Boost your super with the home downsizer contribution  

  • Eligibility for the home downsizer contribution 
  • Considerations (things you need to know) 
  • Different scenarios and examples 

How much is enough?  

  • Latest industry research into current retirement spending 
  • What income is needed for a comfortable retirement? 
  • Tax-effective ways to boost your super 

Retiree Information Forum (RIF) 

  • Update on investment options and returns 
  • Contribution rules and opportunities for retired people 
  • Super and the Age Pension 

Financial literacy

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Financial literacy 

  • Budgeting and setting savings goals that work
  • Types of debt and understanding home loans 
  • Credit scores: what they mean, why they matter and how they can be managed 
  • Spotting and avoiding scams 

Register for a session

When you've found a session you'd like to go to, you can register in one of three ways:

 

Prefer one-on-one help?

Sometimes nothing beats a chat. Getting your questions answered can make a real difference to your super and your confidence for what's to come. Whether you're on site, out and about or at home, we've got people who can help.

Here's where you can find help:

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Contact centre

Our Contact centre team can give you general advice about your super and retirement.

Chat to us 8am to 8pm (AEST/AEDT) Monday to Friday.

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Front counters

Visit a front counter for information and general advice. You can go to a front counter in:

  • Victoria
  • New South Wales
  • Queensland
  • South Australia
  • Western Australia

 

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Advice consultants

Our Advice team can help you understand your options.

We offer different levels of guidance depending on what you need. 

 

This information is about CBUS. It doesn’t take into account your specific needs, so you should look at your own financial position, objectives and requirements before making any financial decisions.

Read the relevant CBUS Product Disclosure Statement and Target Market Determination to decide whether CBUS is right for you.

CBUS’ Trustee: United Super Pty Ltd ABN 46 006 261 623 AFSL 233792 CBUS ABN 75 493 363 262