Superannuation Investment Services

For many Australians already investing in shares and property, taking control of their superannuation is a natural extension to managing their own investments.

Bell Potter has a comprehensive range of super and retirement services that can be used to help manage your superannuation investments – no matter how big or small.

We offer you a simple way to take charge of your superannuation. Our complete superannuation and retirement solutions allows you to establish your own superannuation fund, with up to four members.

Onerous fund duties like record keeping, accounting and reporting are all taken care of; leaving you free to pursue your own investment strategy tailored to meet your retirement needs.

SUPERANNUATION BENEFITS

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Expertise

Bell Potter’s superannuation specialists can prepare a superannuation strategy individually tailored to your situation and financial objectives, regardless of which stage of life you are currently at.

Our service includes holistic financial advice without restriction and for no additional cost. This advice goes beyond superannuation to provide the guidance in all areas of your financial life.

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Flexibility

Our solutions have the flexibility to administer and report on a wide variety of investment assets, including Australian shares, international shares, managed funds, direct property, cash and client controlled other investments. SMSFs can also offer the flexibility of borrowing within your fund for investment.

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Investment control

SMSF members have control over when they acquire and sell their superannuation investments. This hands-on approach can mean that you can quickly adjust your investment portfolio if market conditions or your circumstances change.

Potential tax benefits

Assets held within the superannuation can offer significant tax advantages over non-superannuation investments.

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Pool your super

An SMSF allows you to pool your resources with up to three other members. This increased pool may allow you to access superannuation investment opportunities that may not be available otherwise.

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SMSF administration & reporting

Our solutions relieve some of the administrative burden associated with running an SMSF. Super Solutions records all your transactions and income as well as corporate actions such as rights issues or term deposit maturities, deals with share registries and reconciles income on your investments. The administration team monitor and take care of these matters on your behalf according to your instructions, and report on the outcome.

IDEAS

Federal Budget 2020-2021

| Superannuation & Technical Financial Advice | No Comments
Last night Treasurer Josh Frydenberg announced large tax cuts and big spending plans during his second Federal Budget presentation. The proposal focused on strategies to help pull Australia out of recession.

End of Financial Year Planning

| Superannuation & Technical Financial Advice | No Comments
With 30 June looming around the corner, it’s important to take time out to get your financial affairs in order. We’ve compiled some of the items that should be high priority on everyone’s list.

COVID-19 Super Measures

| Superannuation & Technical Financial Advice | No Comments
As part of the Federal Governments $66 billion stimulus package to help reduce the economic fallout of the coronavirus, Treasurer Josh Frydenberg made the following three superannuation measures.
MORE IDEAS

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Speak with an adviser about your specific investment needs and goals. Contact 1300 023 557 or request a callback.

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