Time to take control of your super?
For many Australians who already invest in shares and property, taking control of their superannuation is a natural extension to managing their own investments.
Bell Potter can offer you a simple way to take charge of your superannuation.
Our complete superannuation and retirement solution 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.
Key Features:
- Investment flexibility
- Choice of retirement benefit options
- Tailor-made investment strategies and tax planning
- Ease of management
- Insurance cover may be held in your fund
- Website access to portfolio information and equities research
- Existing funds can be transferred to Bell Potter
A minimum investment of $200,000 is recommended.
A Bell Potter investment adviser can help you with fund advice, development and monitoring of your investment strategy, and the selection of appropriate investments.
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