UniSuper Advice is licensed to provide both general and personal financial advice, including advice on superannuation, wealth creation, non-super investments, retirement planning and life insurance. Offered exclusively to UniSuper members and their spouses, the financial advice services are provided by UniSuper Management Pty Ltd (ABN 91 006 961 799), Australian Financial Services Licence No. 235907.
Types of advice
As everyone’s situation is different, UniSuper Advice offers three separate levels of advice.
This service is just one of the exclusive benefits of being a UniSuper member. Provided through online tools, seminars and over the phone, it includes UniSuper’s product range, retirement options and other super related information. General advice is not tailored to your individual financial situation.
Limited personal advice
Limited advice is fee-for-service personal advice provided over the telephone. If you need advice on one or two issues about your super such as super splitting, spouse contributions, insurance cover, contribution levels, investment options or salary sacrifice, this service may be for you.
This service is for face-to-face personal advice. If you want advice on super or non-super investments, retirement planning, wealth creation or debt consolidation, UniSuper Advice has financial advisers based in Melbourne, Sydney, Brisbane, Perth, Adelaide and Canberra that can provide you with personal advice after considering your financial situation and needs. These advisers can meet with UniSuper members either in the local UniSuper office OR when they conduct appointments on site at university campuses.
What does it cost?
UniSuper Advice operates solely on a fee-for-service basis. Limited advice costs between $135 and $375 (incl. GST). Comprehensive advice typically costs from $750 (incl. GST) to $7,500 (incl GST) and varies depending on the complexity of the advice you require. You will be provided with a fixed quote before agreeing to any advice services. The cost of this advice may be able to be deducted from your UniSuper account if the advice relates to your UniSuper membership or other superannuation matters (not exceeding $770 incl. GST).
To access any of these services, please call UniSuper’s Financial Advice Centre on 1300 331 685. The friendly team will work with you to establish your needs and financial goals to determine the type of advice that’s right for you.
For more information about the services offered by UniSuper Advice, refer to the Financial Services Guide.