With the end of the financial year approaching, now is a good time to review your super and retirement plans and to start setting yourself up for the new financial year.
Whether you are thinking about making extra contributions before 30 June, reviewing your investment options, checking your insurance, planning your retirement income, or preparing to retire, Vision Super members have access to a range of advice options that can help.
Depending on your needs, one of the following services may be right for you.
Retirement Health Check
A Retirement Health Check is a great starting point if you are thinking about retirement and want to understand whether you are on track.
It can help you explore your current super position, your potential retirement income, and the steps you may wish to consider before the end of the financial year or as you prepare for the year ahead.
You will receive a detailed retirement projection at the end of your meeting to give you the knowledge of if you are on track to meet your retirement goals.
You can book a Retirement Health Check by clicking here
Limited Advice
Limited Advice may be suitable if you need help with a specific area of your super or retirement planning.
This could include end of financial year strategies such as contributions, reviewing your investment options, insurance within super, or starting a retirement income stream.
Limited advice is often available at no cost; however, advice on topics such as transferring your super to a pension and tax minimisation is at a one-off cost of $295.
You can book a Limited Advice meeting by clicking here
Comprehensive Advice
Comprehensive Advice is designed for individuals who need broader financial advice across their retirement and financial position. This option may be particularly suitable if you are planning to retire within the next 12 months and want to make sure your family finances are set up for retirement and the new financial year.
Comprehensive advisers can provide advice on:
- Vision Super and non-Vision Super accounts
- Maximising Centrelink entitlements
- Lowering potential estate taxes
- The closure of a defined benefit or deferred benefit account
- Broader retirement planning and financial year strategies
To book a meeting with a comprehensive adviser, please complete the call back request form and Vision Super will be in contact: request a call back
To understand more about the advice options available to you and any applicable fees and costs, please visit our Advice webpage at: https://www.visionsuper.com.au/advice/get-the-right-advice
Taking the time to understand your options before 30 June can help you make informed decisions and start the new financial year with greater confidence.
If you are not a Vision Super member but would like to learn more about the fund, you can contact Vision Super Member Services on 1300 300 820 or visit https://www.visionsuper.com.au/why-choose-vision-super
Any advice in this email is general only. The advice does not take into account your personal objectives, financial situations or needs. Before acting on the advice, you should consider whether it is appropriate for you, having regard to your own circumstances, and obtain the relevant Product Disclosure Statements (PDS) / Member Guides and Target Market Determination (TMD) available from www.visionsuper.com.au.
Vision Super Financial Planners are employees of the Trustee (or a related entity) that are authorised to provide financial advice as representatives of Industry Fund Services Limited (IFSL) ABN 54 007 016 195 AFSL 232514. Any financial advice provided by a Vision Super Financial Planner is issued on behalf of IFSL, not their employer. Vision Super Financial Planners can provide financial advice including personal advice that takes into account your personal circumstances.
