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

Making progress – proposed super changes pass through Parliament

| Superannuation & Technical Financial Advice | No Comments
In this newsletter we'll explore the proposed super changes passed through Parliament that will come into effect 1 July 2022.
Federal Budget 2021-2022

Federal Budget 2022-2023

| Superannuation & Technical Financial Advice | No Comments
On the 29th March Treasurer Josh Frydenberg delivered his fourth Budget, with an election on the horizon Frydenberg says the Budget delivers immediate relief to the cost of living, a long-term economic plan that creates jobs, record investments in essential services and stronger defence and national security.

The end of an era – winding up your SMSF

| Superannuation & Technical Financial Advice | No Comments
In this newsletter we'll explore winding up a Self-Managed Superannuation Fund (SMSF).
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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