Superannuation
Bottrell Group’s financial division, Bottrell Wealth, are accredited Financial Planning Advisors Superannuation. With over 20 years of experience dealing with everyday Australians and Australian businesses, Bottrell Wealth have gained the knowledge and skills to propel your wealth and secure your goals. The team successfully provides the following financial planning services
For Detailed Information on Bottrell Wealth Pty Ltd see our website
Financial Planning & Super
Our Newcastle Superannuation Services
Our team of knowledgeable expert financial advisors, and tax agents can guide you through every stage to guarantee that your business is well-positioned for success from the very beginning.
Individual Trustee
Each member of this structure is appointed as a trustee, with a minimum of two trustees required. Each member of the fund must be a trustee, and each trustee must be a member of the fund (except for single-member funds) .
Coorporate Trustee
Essentially, a company is acting as trustee for the fund. Each member of the fund must be a director of the company, and each director of the corporate trustee must be a member of the fund (except for single-member funds).
Why choose Bottrell Wealth?
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.
How can Newcastle Superannuation help you?
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. A SMSF has its Tax File Number (TFN), Australian Business Number (ABN) and transactional bank account, which allows them to receive contributions and rollovers, make investments and pay out pensions.
- Goal Setting
- Investment Strategies
- Retirement Planning
- Estate Planning
- Wealth Transfer
- Debt Management & Budgeting
- Portfolio Management
- Insurance Planning
- Risk Management & Insurance Planning
Sepcialised services for Self Managed Super Funds
Our team of knowledgeable expert legal & conveyancing accountants, financial advisors, and tax agents can guide you through every stage to guarantee that your business is well-positioned for success from the very beginning.
Accounting
Recording, organizing, and analyzing financial transactions to produce accurate financial statements.
Taxation
Calculation and payment of taxes owed to government authorities based on income, profits, or other taxable activities.
Auditing Services
Performing internal or external audits to assess the accuracy and reliability of financial statements
Bookkeeping
Get organized and stay on top of your finances with Bottrell Accounting's trusted bookkeeping services.
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.
Newcastle Certified Financial Advisors
What is a Financial Planning advisors and what makes them different?
Certified Financial Planning advisors are professional financial advisors who have obtained the necessary certifications and qualifications to provide expert advice on various financial matters.
At Bottrell Business Consultants, we offer a wide range of services, including accounting, tax, business coaching, financial planning, and marketing. Please contact us at 02 4027 5782 or by email at office@bottrellaccounting.com.au to schedule a consultation and learn how we can help you. Our office is open Monday to Friday, 8:00 am to 5:30 pm (AEST).
Bottrell Wealth Pty Ltd are a corporate authorised representative No. 1243427 of InterPrac Financial Planning Pty Ltd, where we can provide financial planning services. Australian Financial Service License: No 246638.
Contact Us
Contact us at @ Newcastle Accountants
- 02 4027 5782
- 02 4933 0684
- office@bottrellaccounting.com.au
- 45 Hunter St, Newcastle, NSW 2300
