| Title | Career stage | Suitable for | Aim |
| Super Health Check | Early to mid-career (age 20-49) | Those in their mid-career and the simple steps you can take today to maximize your super for better outcomes tomorrow. | Learn about how to grow your super, how much you’ll need and the simple actions you can make now that could make a big difference in the future. |
| Planning for retirement | Late career (age 50-59) | This would suit you if you're planning to retire in the next ten years or so and you want to grow your super as much as possible before you retire. | Learn about how much super you’ll need, how to grow your super faster and how super can help you save on tax. |
| How super works in retirement | Late career (age 60+) | This would suit you if you're near the end of your working life, what the options are around part-time work and understanding the benefits of using your super to provide you with an income in retirement. | Learn about how much super you’ll need, how it can provide an income in retirement and how to make it last longer. |
| How we invest your super | Early career (age 18-29) | This would suit you understand the basics of super and want to learn more about how we invest and the options available to you. | Learn about the basics of investing in super, what you’re invested in, and investment options offered by legalsuper. |
| Get ahead with super | Early career or new to the workforce or Australia | This would suit you understand how super works, what happens when you become a member and how to get ahead with your super. | Learn about how super works, what happens when you become a member and how to get ahead with your super. |
| Financial literacy in times of inflation | All career stages | This would suit you understand the basics of inflation, current research trends across Australia and potential tips to combat cashflow shortage in times of inflation. | Learn about the current inflationary status across Australia, current research trends and strategies for consideration to protect yourself in an inflationary environment. |
| Women, financial wellness and super | All career stages | This would suit you understand Financial Wellbeing, the gender super gap, an overview of the basics of super, how we invest your money and the simple steps you can take now to get more from your super. | Learn about possible ways to improve financial wellness, the fundamentals of super and ways to close the gap, how we invest your funds and how small changes to your super now, could make a big difference to your retirement. |
| End Of Financial Year (EOFY) | All career stages | This would suit you understand the importance of making active decisions about your super leading up to the end of the financial year. | Learn about the importance of planning ahead, changes legislated for FY 24-25 and the potential EOFY strategies for consideration. |
| Financial management for Sole traders | Sole traders or Self employed | This would suit sole traders or self-employed understand the importance of financial management within your business or practice. | Learn about financial management and why keeping your enterprise solvent is one of the most important considerations, including an overview of 5 key tips to good financial management. |
| Super for Sole traders | Sole traders or Self employed | This would suit sole traders or self-employed understand the importance of superannuation, types of contributions & limits, including valuable super tips. | Learn about super obligations, why you would pay yourself super, how to contribute, the difference between concessional and non-concessional and how to boost your super. |
| Retirement goals | All career stages | This would suit you understand the importance of planning ahead for retirement and things to consider today to fulfil your retirement goals. | Learn about the benchmark retirement standards, the importance of making active decisions about your super and the beauty of compound interest over the long term. |
| Choosing the right investment option | All career stages | This would suit you understand the importance of choosing the right investment options to suit your needs and the impact it could have on your investment earning. | Learn about why picking the right investment option is one of the more important decisions you should make with your super, the different levels of risk and return objectives and the options available to you. |
| Direct Investment option | Mid to late career (age 30-59) | This would suit members who want to actively manage their super or those seeking a low cost SMSF style alternative. | Learn about the fundamentals of our Direct Investment option for members seeking more control and choice over how their super is invested, how it works and how you can invest. |
| ESG | All career stages | This would suit members who want to understand the key fundamentals of ESG, why it matters, the approach we take, including our responsible investing practices. | Learn about ESG, why it matters, and how legalsuper incorporates ESG factors into its investment approach to help manage risks, generate long term returns and align with the values of its members. |
| Planning your lifestyle in retirement | Pre-retirement and late career stage (age 55+) | This would suit members who want to understand the key elements to retirement lifestyle planning, taking into account a combination of financial and non-financial considerations as you prepare for your life after work. | Learn about the essential ingredients to retiring with confidence and why planning, knowledge and goal setting are all key considerations as you prepare for your new lifestyle phase in retirement. |
| Aged care | Mid to late career (age 45+) | This would suit members who want to understand the key fundamentals relating to aged care, those who have elderly parents, and those who would like to understand other complexities, key issues, and decisions for consideration. | Learn about the key steps to entering Aged Care, the importance of planning ahead, other key factors for consideration including where to access key resources. |
| Estate planning | Early/mid/late career (age 30+) | This would suit members who want to understand the key elements to estate planning, anyone who has dependants or debts and those who want to understand the importance of putting key strategies in place that address all aspects of your situation. | Learn about the key fundamentals to estate planning, the importance of planning ahead, other key considerations & decisions to assist you gain a greater understanding of your estate planning objectives. |
Need help? Contact our Client Service team
As an employer, you can get personalised support from our Client Service team at no cost or obligation. We're here to help you stay informed, stay compliant, and maintain the trust and well-being of your workforce by effectively managing your SG responsibilities.
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