30 episodes

From investments, money matters and the world of finance, to member stories and the lowdown on your super, this podcast breaks down the hard stuff for you.

Super Informed Radio UniSuper

    • Business
    • 4.8 • 10 Ratings

From investments, money matters and the world of finance, to member stories and the lowdown on your super, this podcast breaks down the hard stuff for you.

    Episode #29: Can you help your super while helping the environment?

    Episode #29: Can you help your super while helping the environment?

    There are risks and rewards to be had as we move to decarbonise our economy. For example, in the 12 months to the end of January 2021, our Global Environmental Opportunities (GEO) investment option outperformed our 15 other investment options. But what kinds of companies is GEO investing in to drive this kind of performance? And the obvious question — can it last?

    SHOW NOTES

    Your hosts are Lyndon Horsburgh and Tania Meade.

    Produced by Lyndon Horsburgh.

    Transcript available at unisuper.com.au/podcasts

    Huge thanks to our special UniSuper guests, John Pearce (Chief Investment Officer) and Chris Line (Investment Manager, Global Strategies & Quantitative Methods).

    Chris mentions that GEO is a very high-risk investment option. Find out more, including about GEO’s major holdings, expected frequency of negative returns and asset allocations, at unisuper.com.au/investments/our-investment-options.

    If sustainable investing is important to you, check out our other sustainable and environmental investment options at unisuper.com.au/investments/how-we-invest/responsible-and-sustainable-investing/our-sustainable-and-environmental-options.

    Did you know we’re Australia’s largest investor in ESG-themed strategies? (ESG stands for ‘environmental, social and governance’ considerations.) We have over $10 billion in funds under management across our three dedicated ESG investment options. Read more at unisuper.com.au/about-us/media-centre/unisuper-hits-$10bn-in-esg-themed-options.

    Read more about our approach to responsible investing at unisuper.com.au/investments/how-we-invest/responsible-and-sustainable-investing.

    Have some feedback or a topic you’d like us to explore in future episodes? Email us at superinformed@unisuper.com.au. You can also join the conversation on Twitter: twitter.com/unisupernews.

    This podcast provides general information which may not be suited to your situation. You should consider your personal situation before making financial decisions, because we haven't, as well as the PDS at www.unisuper.com.au/pds.

    Comments on the companies we invest in aren't intended as a recommendation of those companies for inclusion in personal portfolios. UniSuper's portfolios have been designed to suit UniSuper and may not be appropriate for others.

    Prepared by USM on behalf of UniSuper Limited (ABN 54 006 027 121, AFSL No. 492806) the trustee of UniSuper (ABN 91 385 943 850) the fund.

    • 16 min
    Episode #28: 2020 Federal Budget recap

    Episode #28: 2020 Federal Budget recap

    Some commentators are calling the 2020 Federal Budget the most important Budget in living memory. But how might the proposed measures affect your super?

    UniSuper’s Policy & Advocacy Manager, Benedict Davies, joins us to recap the Budget and break down the Government’s signature super announcements.

    SHOW NOTES

    Your hosts are Lyndon Horsburgh and Tania Meade.

    Produced by Lyndon Horsburgh.

    Transcript available at unisuper.com.au/podcasts

    A big thanks to our special guest Benedict Davies, UniSuper’s Policy & Advocacy Manager.

    Our Budget recap at https://unisuper.com.au/budget provides an overview of the key announcements and will be updated as new information becomes available.

    For more info about the 2020-21 Federal Budget, visit the Government's official Budget site, https://budget.gov.au/.

    Benedict will be presenting a Q&A session on the Federal Budget in an online webcast on Wednesday 14 October 2020. You can register to attend the Q&A at https://unisuper.com.au/webcasts.

    Benedict refers to some excellent Budget commentary by Peter Martin in the Conversation. It’s available at https://theconversation.com/budget-2020-promising-tax-breaks-but-relying-on-hope-147012.

    Have some feedback or a topic you’d like us to explore in future episodes? Email us as at superinformed@unisuper.com.au. You can also join the conversation on Twitter @UniSuperNews or call us on 1800 331 685.

    At the time of recording, any Budget announcements are proposals only and shouldn’t be considered final until legislation passes. We’ll keep you updated as developments occur.

    Information discussed in this podcast, as prepared and provided by UniSuper Management Pty Ltd ABN 91 006 961 799, AFSL No. 235907, is of a general nature only. Any advice provided doesn’t take into account your objectives, financial situation or needs. Before you act on any advice you should consider these matters, the relevant Product Disclosure Statement (PDS) and whether to consult a qualified financial adviser. For a copy of the PDS, call us on 1800 331 685 or go to unisuper.com.au/pds.

    • 12 min
    Episode #27: Accessing your super early — is it worth it?

    Episode #27: Accessing your super early — is it worth it?

    For many people, the Government’s temporary early access to super scheme will be a financial lifeline. But what could some of the impacts be, both short- and long-term, to your retirement savings?

    This episode, Charles Azzopardi from UniSuper Advice takes us through the scheme’s basics; eligibility, how to apply, and some of the things to seriously consider before dipping into your retirement nest-egg.

    SHOW NOTES

    Your hosts are Lyndon Horsburgh and Tania Meade.

    Produced by Lyndon Horsburgh.

    Transcript available at www.unisuper.com.au/podcasts.

    A big thanks to our special guest Charles Azzopardi, Private Client Adviser with UniSuper Advice

    For more info about early access to your super, investment market updates and frequently asked questions, visit www.unisuper.com.au/coronavirus.

    The ‘Estimate the impact on your retirement savings’ calculator that Charles mentioned is available at https://moneysmart.gov.au/covid-19/accessing-your-super, along with other steps to take before accessing your super.

    Charles refers to information published by the Conexus Institute, Actuaries Institute Australia and Super Consumers Australia; an ‘information sheet’ which may help you understand the potential impact of withdrawing your super early. It’s dated 16 April and is available at https://www.superconsumers.com.au/media-releases-2020.

    Information from the ATO about the early release of super scheme is available at https://www.ato.gov.au/individuals/super/in-detail/withdrawing-and-using-your-super/covid-19-early-release-of-super/ (refer to the ATO for full eligibility criteria and guidance, as we touched on some, not all, criteria).

    Log in to your online account at www.unisuper.com.au to check your balance and any insurance that you may have.

    Catch up on past episodes at www.unisuper.com.au/podcasts.

    Have some feedback or a topic you’d like us to explore in future episodes? Email us as at superinformed@unisuper.com.au. You can also join the conversation on Twitter @UniSuperNews or call us on 1800 331 685.

    Information discussed in this podcast, as prepared and provided by UniSuper Management Pty Ltd ABN 91 006 961 799, AFSL No. 235907, is of a general nature only. Any advice provided doesn’t take into account your objectives, financial situation or needs. Before you act on any advice you should consider these matters, the relevant Product Disclosure Statement (PDS) and whether to consult a qualified financial adviser. For a copy of the PDS, call us on 1800 331 685 or go to www.unisuper.com.au/pds.

    • 20 min
    Episode #26: Who gets your super when you die?

    Episode #26: Who gets your super when you die?

    What would happen to your super if you died tomorrow? And who can you give it to? A sibling? A parent? A pet?

    This episode, no question is off limits for Charles Azzopardi from UniSuper Advice as we haul this often avoided topic out of the too-hard basket.

    SHOW NOTES

    Your hosts are Lyndon Horsburgh and Tania Meade.

    Produced by Lyndon Horsburgh.

    A big thanks to our special guest Charles Azzopardi, Private Client Adviser with UniSuper Advice.

    Log in to your online account at unisuper.com.au/login to check and manage your beneficiaries.

    To make or update a ‘binding’ nomination, download the ‘Binding death benefit nomination form’ from unisuper.com.au/forms.

    Read more about nominating beneficiaries at unisuper.com.au/your-super/nominate-a-beneficiary.

    Catch up on past episodes at unisuper.com.au/podcasts.

    Have some feedback or a topic you’d like us to explore in future episodes? Email us as at superinformed@unisuper.com.au. You can also join the conversation on Twitter @UniSuperNews or call us on 1800 331 685.

    • 18 min
    Episode #25: Super and modern slavery

    Episode #25: Super and modern slavery

    Could the money you’re putting aside for retirement be exposed to modern slavery? And what are we doing to reduce the risk that companies we invest in are involved in it?

    We speak with Lou Capparelli and Sybil Dixon from our in-house investments team to find out.

    SHOW NOTES

    Your hosts are Lyndon Horsburgh and Tania Meade.

    Produced by Lyndon Horsburgh.

    A big thanks to our guests, Lou Capparelli and Sybil Dixon. Lou is UniSuper’s Manager of Sustainable Portfolios and Governance. Sybil is a Senior Investment Analyst.

    A transcript of this podcast is available at unisuper.com.au/learning-centre/podcasts/transcript-super-informed-radio-episode-25.

    For more information about forced labour within global supply chains, visit KnowTheChain (https://knowthechain.org/).

    Stop Slavery Award (www.stopslaveryaward.com), the Minderoo Foundation (https://www.minderoo.com.au/walk-free/) and the Business and Human Rights Resource Centre (www.business-humanrights.org/) provide great info about how modern slavery is being tackled around the world and what’s being done to liberate people trapped in slavery and advance human rights in business.

    Find out more about UniSuper’s approach to responsible investing at unisuper.com.au/responsible.

    Catch up on past episodes at unisuper.com.au/podcasts.

    Have some feedback or a topic you’d like us to explore in future episodes? Write to us as at superinformed@unisuper.com.au. You can also join the conversation on Twitter @UniSuperNews or give us a call on 1800 331 685.

    • 21 min
    Episode #24: We’re Super Fund of the Year! (Which means what, exactly?)

    Episode #24: We’re Super Fund of the Year! (Which means what, exactly?)

    We were recently crowned Super Fund of the Year by ratings agency Chant West. But who exactly is Chant West, and what does it actually mean to take out the top award?

    We went straight to the source to find out how funds are reviewed and compared, the criteria involved, how UniSuper stacks up against other funds and what resources you can use to compare for yourself.

    SHOW NOTES

    Your hosts are Lyndon Horsburgh and Tania Meade.

    Produced by Lyndon Horsburgh.

    Big thanks to our special guest, Ian Fryer, Head of Research at Chant West.

    Compare super funds using Chant West’s Super AppleCheck tool at unisuper.com.au/compare (note: it doesn’t compare defined benefit products).

    Chant West’s ratings and resources are available at www.chantwest.com.au.

    Find out more about our award-winning investments and financial advice at unisuper.com.au/investments and unisuper.com.au/advice.

    Check out our full trophy cabinet at unisuper.com.au/awards.

    Catch up on past episodes at unisuper.com.au/podcasts.

    Got thoughts or suggestions? Write to us at superinformed@unisuper.com.au, join the conversation on Twitter @UniSuperNews or give us a call on 1800 331 685.

    • 18 min

Customer Reviews

4.8 out of 5
10 Ratings

10 Ratings

martyparty000 ,

Interesting take on super

Super's not the most interesting topic but this podcast makes it easy to get. Keep it up!

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