Workplace visits

As a leader in the Catholic education community, you will realise the need for financial coaching of people of all ages.

Australian Catholic Superannuation & Retirement Fund (ACSRF) wishes to partner our members in their savings plans.

We offer a free service where our highly-qualified Regional Managers can arrange workplace visits and seminars to provide some financial coaching for your employees. This is factual information and not personal advice, but we believe this is what the majority of Australians need regardless of their academic qualifications.

Through a seminar or a workplace visit we can provide members with a superannuation update in light of the current economic climate and relevant legislation and demonstrate:

• the value of a budget and how to set financial goals
• how you may save tax with salary sacrifice and increase your retirement savings
• how the Government Co-contribution Scheme works and who can benefit
• the level of income that research indicates is needed for a comfortable retirement
• how super contributions can be structured to benefit people on differing income levels—projections will show the effects of contributing to your retirement savings vs doing nothing
• how to keep track of your super so that your money is not part of the $12 billion currently in Australians’ lost super accounts
• the investment choices available through super
• how to insure your earning capacity and lifestyle needs at appropriate levels in a cost-effective manner.

Workplace visit request
I would like to arrange for ACSRF to visit my school/workplace. My contact details and requirements are set out below:

How did you learn about this service? ACSRF websiteFlyerAdvertisement SeminarWord of mouthOther School/Organisation name: Diocese: Address: Number: Street: Suburb: State: - Select - NSW ACT QLD WA VIC SA NT TAS Postcode:   Contact person: Title: - Select - Rev Br Dr Mr Mrs Ms Miss Given name(s): Surname: Contact details: Phone: Mobile: Fax: Email:   Preferred style of visit: Formal presentationInformal visit Preferred meeting date/time: Date:   << Year200020012002200320042005200620072008200920102011201220132014201520162017201820192020 >> To select date please click on the calendar icon. Time from: 12 1 2 3 4 5 6 7 8 9 10 11 00 15 30 45 AM PM Time to: 12 1 2 3 4 5 6 7 8 9 10 11 00 15 30 45 AM PM Number of staff attending (approx.): Summary of topics to be addressed (if known): Other comments: