NFS believes that it is important to agree a corporate program of member education to be delivered on a rolling basis, which is tailored to meet the demographics and interests of your membership. An outline of some typical member education seminar topics are as follows:
- Superannuation...understanding how to get most value from your Plan.
- Superannuation Investment Choice... understanding Risk/Return profiles, and matching these to available Investment Options or defaults.
- Superannuation Insurance Choices... how much cover do you need and how to provide for this most effectively.
- Superannuation Contribution strategies...salary sacrifice, spouse contributions, undeducted contributions etc.
- Redundancy issues and strategies to consider.
- Transition to Retirement Pensions.
- Pre-Retirement strategies and planning... how much do you need for comfortable retirement, and strategies for achieving this.
- Post-Retirement strategies... allocated pensions, complying annuities etc.
- Tax effective investing outside superannuation... gearing strategies, debt management and savings plans.
- Estate planning.
- Optimising entitlements to Social Security Benefits.
The seminars can be structured to be anything from 45 minutes to 3 hours. Naturally, these seminars would be tailored to meet the requirements of your members. In addition to arranging the seminars, NFS can arrange to provide financial planning services to individuals, from an appropriatly licensed and authorised adviser. NFS is not authorised to offer this service directly.
