Why bonds should be in your investment portfolio

Investing in bonds – government or company debt – is considered a defensive investment asset, particularly in an unstable economic climate. However, many investors are unsure about bonds. This could be because they tend to produce lower yields than shares (particularly in low interest rate environments), or simply because many investors don’t know enough about […]

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Why inheritance asset protection is necessary

With more than half of marriages and de facto relationships ending these days, parents are reconsidering how they structure their wills with testamentary trusts to protect their assets and avoid their legacy ending up in the wrong hands. Inheritance and wills can be complicated at the best of times. Clients often ask how they can […]

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Queensland’s outrageous tax grab

Fresh off the back of the announcement to raise the royalties on mining companies in Queensland, in other words establishing their very own “mining super profits tax” the Labor Government has turned its sights on the rental income of Queenslanders by increasing land tax on property owners. The move is unprecedented, the laws untested and […]

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Levy Report raises concerns

The Government’s Quality of Advice Review is meant to ensure Australians have access to high quality, affordable financial advice. But the recent release of Michelle Levy’s consultation paper has generated significant concern in the independent advisory industry, and for good reason. Levy’s proposals suggest easing the compliance burden on advisers to increase financial accessibility justifies […]

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Katie Robinson becomes VISIS private client adviser

VISIS team member Katie Robinson has recently moved into the Private Client Adviser role following the successful completion of her professional year and becoming an Authorised Representative of VISIS. After gaining her bachelor’s degree in property economics, majoring in applied finance and economics, Katie joined the VISIS team a client services officer in 2018. Deciding […]

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Milestone birthday for VISIS

From humble beginnings sitting around the kitchen table of our Brisbane home working out the name and logo of our business to celebrating a 21st birthday. VISIS Private Wealth has come a long way and in August our team of partners was joined by more than 300 staff, clients, supporters – and even a few […]

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FY23 to herald superannuation benefits for all ages

As we approach the new financial year, superannuation rule changes will see widespread benefits for Australians across all stages of life. All employees are set to receive a 0.5 per cent raise in their superannuation guarantee contribution as of July 1, increasing to a total of 10.5 per cent, following the Coalition’s pledge to reach […]

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Will Labor’s economic plan pay dividends?

As the dust settles from the Federal Election and Australians resume their lives, VISIS Private Wealth Founding Partner Chris Smith takes a look at what the new Federal Government’s financial policies mean for Australians. This week marks a month since the Federal Election and a walloping handed to the former Coalition Government by the ALP, […]

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