Advice to help you feel confident

Make the right decision for your future

Planning for retirement can be overwhelming and the decisions you make now can have a big impact on your retirement. We’re here to help you so you can make the right decisions today for the future you want.   

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Meet rob and deb

Vision Super member Rod and his wife Deb, share their journey through working life towards retirement with the help of Vision Super. Here is their story.

Not sure if you need advice?

There may be times that you know exactly what you want and how to get there. But if you find yourself wanting to know more about any of the subjects shown here, then it’s more than likely you’ll benefit from some advice. 

Limited advice

  1. Saving for your first home using superannuation contributions
  2. Contribution strategies to reduce tax and grow your superannuation
  3. Lump Sum contributions to your superannuation
  4. Superannuation projections to help you understand your
    possible retirement position
  5. Advice on which investment options in Vision Super are best
    suited to you
  6. How much to salary sacrifice to meet your retirement goals
  7. Strategies that boost your super and save you tax in the
    years before you retire – Transition to Retirement (TTR) in
    Vision Super (Fixed cost of
    $495 for Vision
    members**)
  8. Setting up a Vision Super income stream to fund
    your retirement lifestyle
  9. Advice on the level of insurance you need within your
    Vision Super account

Comprehensive advice

  1. Strategies to maximise your Centrelink Age Pension taking into account your full financial position
  2. Detailed retirement projections encompassing your full financial position
  3. Beneficiary and estate planning advice (including lowering the tax your beneficiaries pay on your super)
  4. Comprehensive retirement advice to you, and a non-Vision Super member spouse, including inside and outside of super investments
  5. Funeral bonds and aged care advice
  6. Investments that are held outside of superannuation
  7. Advice on home downsizing and inheritances
Cost

No extra cost to Vision Super members*
Cost

Cost for Vision Super members starts from $1,520 and increases depending on the number of topics you wish to receive advice about and the time it takes to produce that advice.***

For more information download the advice guide

Download our advice guide

We're here to help

If you have any questions about your super or about planning for retirement, please fill in the form and we will get in touch with you in the next two business days.

Are you on track?

To help you work out how much you’ll need to live your dream retirement, calculate your retirement income. It’s a great way to make sure you’re on track to reach your goals

Try our retirement income calculator

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