Superannuation & Self-Managed
At VISIS, we help you plan for life. We see ourselves as your partner in wealth management through different life stages. This includes retirement, a time when you should be able to continue to enjoy a life that’s rich in choice, with the financial confidence and freedom that comes with financial security.
A professionally and proactively managed superannuation fund is the cornerstone of a financial plan that supports you to live your best life, now and into the future. And with a wide range of approaches for structuring and managing your super, we help you pinpoint the best long-term choice – and make it work for you.
We have a strong track record for building successful Self-Managed Superannuation Funds, with partner Chris Smith being recognised in 2018 as the SMSF Adviser of the Year – ifa Excellence Awards.
Your Private Wealth Adviser can help you:
- Plan effectively to achieve the retirement you want.
- Assist with your transition to retirement with the aim of maintaining today’s income while growing your retirement savings.
- Boost your super while minimising tax on your contributions and investment earnings.
In conjunction with VISIS’ Accounting & Tax Services, we make the reporting and administration of your superannuation fund easy and cost-effective while delivering high-value returns.
Your path to financial confidence and freedom starts here
A refreshingly different approach to managing your wealth
Our approach to managing your wealth is not only different but proven – being recognised as best-in-class by a range of highly prestigious industry awards.
We combine our wealth management expertise and intimate knowledge of a range of specialist industries, with our entirely personal service, to maximise the potential of your wealth.