Corporate superannuation

John Carnevale
General Manager, Corporate Super Services
Email
0407 494 569 

Kerryn Lancaster
Senior Relationship Manager
Email
0407 494 569

David Causer
Senior Relationship Manager
Email
0428 198 276

Alex Stroud
Client Service Officer
Email
1300 668 233

Mark Brock
Client Service Officer
Email
1300 668 233

We’ll tailor our superannuation solutions to your needs and those of your employees.

Australian Unity’s corporate service offer has developed over many years of providing specialised superannuation services to Australian companies of all sizes and industry segments. When you partner with Australian Unity, you tap into resources, people and processes that are proven to work and save you time. 

We work with you, and your policy committee, to ensure your plan members receive appropriate benefits and features, at a competitive price. 

Like you, we want your employees to value your superannuation plan and enjoy a financially secure future. Services we can provide to you, and your superannuation policy committee, include:

Technical support

Superannuation is complex and continually changing. We provide technical superannuation support to your Policy Committee, Human Resources and Payroll teams to minimise the impost of superannuation compliance on your business.

Onboarding support

We will work with your Human Resources team to tailor a package of services and tools to support your onboarding initiatives so your new employees have access to all the information and support they need in relation to your corporate superannuation plan. 

Plan restructuring

If you acquire a new business, you may also acquire a different set of superannuation arrangements. Our experienced Relationship Management team will work with you to develop a consolidation strategy to ensure that you remain focused on the business at hand and your superannuation arrangements remain streamlined, consistent and equitable across your business. We will assist you with the implementation of any changes you decide to make to your corporate superannuation arrangements including plan design changes, updating communication materials, conducting member seminars, individual member consultations and handling direct employee enquiries.

Policy Committee Services

Australian Unity will support your Policy Committee by managing and running regular meetings, taking minutes and following through action items, providing Committee members with technical support and updates and providing reports and papers for consideration at Committee meetings. Where a Committee does not currently exist, we will provide the support needed to establish a Committee and fill vacancies as they arise in the future.

We want your employees to value your super plan and enjoy a financially secure future. 

Our services can be provided on a national scale to suit businesses of any size and geographic distribution throughout Australia. Some of the corporate superannuation services we provide to employees are:

Member account services

We assist members with day to day management of their super accounts including account consolidation, investment switching, nominating beneficiaries, insurance alterations, super contributions and general account maintenance and problem solving. We encourage Plan members to contact us regarding all superannuation matters to ensure they receive consistent, high quality support and guidance.

Financial education

Our financial education programs are tailored to your needs and those of your employees. Our programs typically include seminars, webinars, workplace visits, newsletters, factsheets and onboarding services. Our popular Financial Knowledge Centre, available to all employees, is an online learning resource where members can explore at their own pace a variety of engaging learning modules, articles, videos, quizzes, calculators and questionnaires. 

Claims management

When poor health inhibits a member’s work, they become highly stressed and vulnerable. Our claims management service helps reduce your member’s stress and anxiety during this difficult time by allocating a dedicated case manager to oversee the member’s claim from beginning to end. Our caring staff will answer all their questions, guiding them through the claims process and paperwork and liaise with the insurer on behalf of the member (or their dependants). Our claims service continues throughout the entire claim (even for members on long-term income protection claims). 

Member guidance and consultation

Australia’s complex superannuation system causes many to avoid making key superannuation decisions, often to their long-term detriment. Whilst member education is important, often members need additional support. Our corporate super team regularly conduct individual member appointments, either at your worksite, by video conference or by phone, so members receive the individual attention they require to get the best possible superannuation and retirement outcomes. We also conduct regular one-on-one superannuation ‘Health Checks’ for members that need a little extra guidance.

Member advocacy

When members experience a problem with their superannuation, we’re here to help.  Your dedicated Australian Unity corporate super team members will not only arrange for the problem to be rectified, we will also ensure that members receive an outcome that is financially fair and equitable.

Personal advice and estate planning

Australian Unity provides high quality financial advice and estate planning to private clients across Australia. Our in-house salaried team of highly experienced financial advisers and solicitors work together to deliver a comprehensive personal planning experience. Our personal advice and estate planning specialists are available to all corporate plan members at special rates.

Services referred to on this webpage are provided by Australian Unity Corporate Advisory Services Pty Ltd (‘AUCAS’) ABN 58 131 346 300, AFSL 448 047.  AUCAS is a wholly owned subsidiary of Australian Unity Limited.  Any advice on this site is general advice only and does not take into account the objectives, financial situation or needs of any particular person.  It does not represent legal, tax or personal advice and should not be relied on as such.  You should obtain financial advice relevant to your circumstances before making decisions.  Information on this site is intended for Australian residents only and any access to this material via the internet is subject to the Terms and Conditions of Use of our website and our Privacy Policy.  Please refer to our Financial Services Guide.

Nothing on this site represents and offer or solicitation in relation to securities or investments in any jurisdiction.  Where a particular financial product is mentioned, you should consider the Product Disclosure Statement before making any decisions in relation to the product and Australian Unity makes no guarantees regarding future performance or in relation to any particular outcome.  Whilst every care has been taken in the preparation of this information, it may not remain current after the date on which it is published and Australian Unity Limited and its related bodies corporate make no representation as to its accuracy or completeness.

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