Sunsuper's 5 key questions to ask your super fund presentation

Q3: How will you help me understand my super?

Leanne Whicker GENERAL MANAGER – PEOPLE AND STRATEGY

Disclaimers and disclosures

This presentation contains general advice and does not take into account the investment objectives, financial

situation or needs of any particular individual. Because of this you should consider the appropriateness of the

advice, having regard to your own particular objectives, financial situation and needs before acting on any advice.

You need to apply the concepts to your own situation before making an investment decision.

You should obtain and consider a copy of the Product Disclosure Statement (PDS) before making a decision to

acquire, or continue to hold the product. You can obtain a PDS by contacting the Customer Service Hotline on 13 11

84 or by visiting www.sunsuper.com.au.

Before making a decision to switch between superannuation funds you should consider whether there is any impact

from exit fees, withdrawal fees or loss of other benefits.

Staff are employees of Sunsuper Pty Ltd and may act as a representative of either the Sunsuper Pty Ltd or

Sunsuper Financial Services Pty Ltd AFS Licensee. As employees of Sunsuper, we are likely to give preference to

Sunsuper products in any recommendations. We are remunerated by salary package, a portion of which is payable on

achievement of key performance indicators.

Further information is available in the Financial Services Guides for Sunsuper and Sunsuper Financial Services1.

1 Simple advice about super is provided at no additional cost. More detailed advice may incur a fee. All advice is provided by representatives of either Sunsuper Pty

Ltd or Sunsuper Financial Services Pty Ltd (ABN 50 087 154 818, AFSL No. 227867), a wholly owned subsidiary of Sunsuper.

Importance of selecting the right super partner

Q1. How can you help me retain my staff?

Q2. How will you make my life easier?

0%

5%

10%

15%

20%

25%

30%

35%

40%

45%

1 2 to 5 6 to 10 11 to 20 21+

Contributions to multiple funds increasing

2003 2005 2007 2009 2011

© 2011 Cameron Research Group

Q2. How will you make my life easier?

Q2. How will you make my life easier?

Paying 56 different

funds,

taking 6 days to

process

Large

national

company

Met

with Sunsuper

Sunsuper

Help move to

clearing house

Extract one file

Upload online

Process under

one hour

Q3. How will you help me understand super?

1 July 2013 Increase SG rate from 9% to 9.25%

SG contributions for employees 70 years or over

I January 2014 MySuper: SG payments to MySuper compliant fund

1 July 2014 Increase SG rate from 9.25% to 9.5%

Superstream: new data and e-commerce standards

1 July 2015

Increase SG rate from 9.5% to 10%

1 July 2016

Increase SG rate from 10% to 10.5%

1 July 2017

Increase SG rate from 10.5% to 11%

1 July 2018

Increase SG rate from 11% to 11.5%

1 July 2019

Increase SG rate from 11.5% to 12%

Q3. How will you help me understand super?

Q4. How will you help my staff maximise their retirement savings?

Q4. How will you help my staff maximise their retirement savings?

Welcome

to Sunsuper

Watches video

Makes investment

choice

Calculator

Salary sacrifices

Lost

super

$1500

Transition to

retirement

Turns 45

SunTracker invite

Q4. How will you help my staff maximise their retirement savings?

Calls

Sunsuper

Surplus cash

wants to save each

month

$600 per month

Salary Sac

Checks

cont caps

limit

SS extra $600

Pay decrease $369

Extra $64,000

Q5. How will you help my staff if something goes wrong?

Injured

Rings Sunsuper

Receives claim pack

Every 10 days

Updated

Claim

approved

Rehabilitation

program begins

Return to light duties

Q5. How will you help my staff if something goes wrong?

Q5. How will you help my staff if something goes wrong?

…for the second year in a row!

Low fees

Profit for members

1.2 million members

Strong performance

Industry leading super fund

Q5. How will you help my staff if something goes wrong?