personal superannuation services.

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

Superannuation Advice

Investing through superannuation can be a tax effective way to invest. Knowing how to structure your superannuation arrangements is not always straight forward, especially if you decide to manage your own super using a self-managed superannuation fund.

Whether you're ready to start accumulating assets, grow your existing super portfolio or finalise your plans for a comfortable retirement, a Bell Potter superannuation specialist can help. Our specialists can draw up a superannuation strategy tailored to your situation and financial objectives. Your Adviser can provide you with investment advice and help you implement the strategy.

If you would like superannuation planning advice, please contact your Adviser to arrange an appointment with one of our superannuation specialists.

Bell Potter Super Solutions

Superannuation Services

  • Personal advice. Your Adviser will work with you to understand your situation and your retirement objectives, so as to formulate a tailored superannuation plan to help you achieve those objectives.
  • A full suite of financial services. We take a holistic approach to your financial future with services including financial planning, superannuation, pensions and estate planning.
  • Self-managed superannuation fund service (SMSF). If appropriate for your needs, our super specialists can help you set up an SMSF using our in-house administration service designed specifically for super funds.

Find out more

Click here to find an experienced Adviser in your area or to arrange an appointment with one of our superannuation specialists.


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