NEWCASTLE & MAITLAND
SUPERANNUATION & WEALTH CREATION
Financial Planning, Investment Advice, Insurance and Wealth Creation to businesses, families, and individuals in the Newcastle and Maitland areas.
Invest into your Future with Confidence
SUPER & WEALTH CREATION
There’s no doubt that superannuation is one of the best ways to financially plan for your future. It is crucial to invest long-term, within a tax effective system. Investing in superannuation correctly can build you considerable wealth to retire with, regardless if you contribute to your fund personally or via your employer.
The team at Bottrell Wealth have an expansive amount of knowledge that could see your super fund succeed exponentially. We understand that Super can be quite overwhelming and a difficult concept to grasp, with numerous options to choose from, confusing fees, and mountains of information to sift through. Let us take the guess work out of what you need to give consideration when finding the right option for your future savings.
Self-Managed Super Funds
You may have heard numerous cases of successful and well-off individuals setting up a SMSF, taking charge of their investments, running the fund for the sole purpose of providing retirement benefits for the members and their dependants.
Well, what’s stopping you from doing the same? Concerned that you will have sole responsibility for the investment decisions for the fund? Or maybe you’re not so sure about complying with the multitude of super and tax laws. Don’t let this put you off, under our licensee InterPrac, Bottrell Wealth are accredited SMSF service providers, and can help in the establishment, administration and strategies associated in setting up.
organise your income
Insurance through Superannuation
MySuper funds have a certain level of death, disability and income protection insurance that you will be automatically covered for. If you wish to received insurance through a third party, you will need to tell your super fund that you do want to be covered via their services. However, insurance is often cheaper through super, although the default cover available may not cover you for the events and circumstances you require. It is wise to review your insurance policy with your super fund, and address alternative options.
Why Retire with Bottrell Wealth?
We take the time to discuss all influences and elements that will see your future stages in life benefit from today’s planning and expansion of your current income. Not only do we touch on just how you can successfully and strategically organise your income, Bottrell Wealth will also give sound advice on investment arrangements and your overall transition from employment into retirement.