Bottrell Accountants, Financial Planners & Tax Agents

East Maitland Accountants & Financial Advisors, Newcastle Accountants & Financial Advisors

Super Funds for Families

Why should I get a Family Super Fund?

Getting a Family Super Fund can offer several benefits. Firstly, it allows for consolidation of family members’ superannuation funds into a single account, making it easier to manage and potentially reducing administration fees. Secondly, a Family Super Fund can provide greater control and flexibility over investment decisions, allowing tailored investment strategies to align with the family’s financial goals and risk tolerance. 

Additionally, it can facilitate estate planning by allowing the transfer of wealth to future generations in a tax-efficient manner. Lastly, the Family Super Fund can promote financial education and collaboration within the family, as members can actively participate in decision-making and learn about wealth management.

East Maitland Accountants

Our Family Super Fund Services

Our Family Super Fund Services are designed to assist individuals in establishing their own Self-Managed Super Fund (SMSF) with ease and confidence.

Consolidation of Funds

Constructing diversified investment portfolios tailored to clients' financial goals, risk tolerance, and time horizon.

Portfolio Managment

Managing the investment portfolio within the Family Super Fund and making informed investment decisions,

Investment Planning

Working with family members to develop a tailored investment strategy that aligns with their financial goals

Estate Planning

Integrating investment planning with estate planning strategies to preserve wealth and ensure a smooth transition of assets.

Financial Planning & SMSF

Bottrell Wealth Superannuation & Financial Planning is a highly reputable and trusted provider in the field of wealth management, superannuation, and financial planning. They have a team of qualified and experienced advisors who are dedicated to helping individuals and businesses achieve their financial goals

Why Bottrell Accountants & Financial Advisors?

Customized solutions to meet the unique needs of each SMSF: We understand that every SMSF is different, with varying investment goals, risk levels, and member preferences. That’s why we take a personalized approach to provide tailored solutions that align with your specific requirements. We work closely with you to develop an investment strategy, manage contributions and payments, and assist with pension management based on your individual circumstances.