Superannuation & Wealth Creation
Our dedicated team at Maitland Bottrell Wealth is committed to assisting you in reaching your financial objectives through personalised wealth management and superannuation strategies, no matter what type of superannuation fund whether it be an APRA regulated fund like an Industry super fund or even a Self-Managed Super Fund (SMSF). From saving for retirement to growing your investments and safeguarding your assets, our professional guidance and customised plans will ensure that you are on track to achieving financial prosperity.
Invest into your Future with Confidence
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.
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.
Superannuation Calculator
Will you have enough to retire with? Use our FREE calculator to see whether you are on track!
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.
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.
Maitland Bottrell Wealth’s team of experts is committed to helping you achieve financial success and peace of mind through our specialised services in superannuation and wealth management. We strive to meet your financial goals and protect your wealth for the future with our personalised plans and strategies that aligns with your needs and overall goals. Don’t hesitate to reach out to us for a consultation and take the first step towards securing your financial future. Contact us today!
Contact us at @ Bottrell Wealth
93 Lawes St, East Maitland NSW 2323
P: (02) 4044 1748
E: office@bottrellwealth.com.au
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