My Super News
You’re not alone
Making choices about your financial future can be a complicated process. Sometimes it can seem like a course of study is required just to understand your basic options. That’s where VISSF can help. We’re across all the complex issues and can boil them down into simplified alternatives for you to choose from. Whether you need a single question answered, a clearer overview of your options, or an in-depth one-on-one consultation, we’re here to help assess your needs so you can make informed choices for your future.
QUICK ANSWERS TO IMPORTANT QUESTIONS
If you have a specific financial planning question, Single Issue Advice is available over the phone from the VISSF Advice Team, at no cost to our members. A qualified financial advisor can help you with your query quickly and easily. Perhaps you’d like help with finding or consolidating your super accounts. You may be seeking long term budgeting advice. Or maybe you have a question about your salary sacrifice options. To show our ongoing commitment to you, members can access one piece of complimentary advice per year.
Keep your funds in fine fettle
It’s a good idea to check in with your financial advisor from time to time to make sure your plans are locked onto your goals. These Retirement Health Checks also include one piece of Single Issue Advice and are free of charge to our members.
Plans for the future
The right advice now can have huge effects on your lifestyle later in life. If you’re keen to work less and access your super to top up your income, or want to find out how to turn your retirement savings into a regular income stream, there are ways to reorganise and optimise your super to make it work for you. To ensure Simple Retirement Planning advice is affordable for all members, VISSF will handle some of these costs for you.
The whole shebang
If you require more comprehensive financial guidance our Complete Advice Package can help ensure your money is organised the right way. VISSF members receive their first consultation free of charge. We’ll sit down and assess your financial situation, fiscal goals and consider your options for saving and making money over time. Let us help you choose the right investment and super options so you can save on tax and maximise your Centrelink entitlements. Comprehensive advice also means we can adjust your plan in accordance with any changes to legislation or personal circumstance that may occur throughout the years.
Members have the option to pay for any financial advice services (not otherwise funded by VISSF) by way of a deduction from their super or pension account (up to a maximum of $2,000 +GST per year).
To find out more call the VISSF Client Services Team on 1300 660 027 between 8am and 5pm AEST.
This article is issued by VIS Nominees Pty Ltd(ABN 11 006 586 367, AFSL number 235097,RSE Licence number L0000321), the Trustee of The Victorian Independent Schools Superannuation Fund (ABN 37 024 873 660, RSE Registration number R1000436, MySuper Authorisation 37024873660599). The information provided in this article is general information only and does not take into account your personal financial situation or needs. You should consider obtaining advice that is tailored to suit your personal circumstances.