Download Our App Follow Us
You are here: Home > Superannuation > Superannuation

Superannuation

Are you concerned that your superannuation fund keeps losing money?

Did you know that superannuation is an investment structure not an actual investment?

Would you like to have more control over your superannuation investments?


Your superannuation fund can be the most tax effective investment structure available to you, but if you're like most, you may not pay much attention to it until your retirement approaches. However, there are various stages to a working person's life and there are opportunities to boost your super along the way. Our focus is to help you build strategies and investments within your superannuation fund that will give you a financially secure retirement

These strategies include:

  • The government co-contribution
  • Investing aggressively at a young age
  • Salary sacrifice
  • Choosing your own range of investments including direct shares, property and term deposits that match your risk appetite
  • Changing your investments within superannuation as investment markets and your personal needs change over time

Those who seek advice early could very well end up with a bigger nest egg at retirement.

There are different types of super funds available; industry funds, personal super funds and self-managed super funds. Each one has its place depending on individual circumstances. In retirement, superannuation is normally converted into a pension whereby the fund pays a regular payment to the investor. There is also a pension that can be paid to working people over the age of 55 that has potential tax benefits.

Belmores is here to help!

Self-Managed Superannuation

Would you like more control over your superannuation?

Does self managed superannuation mean you have to do all the work yourself?


Most people answer yes to the first question but are concerned about the workload.
 
Belmores can help you gain control over your superannuation, deal with the workload and help with building investment strategies.

We assist you through every aspect of compliance with your SMSF, particularly in the following areas: 

  • Contribution limits
  • Establishment of pensions
  • Strategies to minimise the death benefits tax
  • Strategies to transfer assets into superannuation
  • SMSF Gearing
  • Legislative compliance including trustee responsibilities
  • Dealing with superannuation benefits in estate planning

Please contact your adviser today to discuss any questions you might have about your superannuation strategy.

Get In Contact

We look forward to seeing you, please visit us anytime. Find the closest office to you.

Yarrawonga Office
Yarrawonga Wealth Management
Numurkah Office
Myrtleford Office
Bright Office

Yarrawonga Office

50 Belmore St Yarrawonga
PO Box 200 Yarrawonga
VIC 3730

Phone: 03 5744 1221
Fax: 03 5744 2553
Email: belmore@belmores.com.au
Request an appointment

Yarrawonga Wealth Management

70 Belmore St Yarrawonga
PO Box 49 Yarrawonga VIC 3730

Phone: 03 5744 1221
Fax: 03 5744 2553
Email: BWM@belmores.com.au  
Request an appointment

Numurkah Office

134 Melville Street, Numurkah VIC 3636

Phone: 03 5862 1411
Fax: 03 5862 2075
Email: belmoresnumurkah@belmores.com.au  
Request an appointment

Myrtleford Office

1-7 Albert St, Myrtleford VIC 3737
Australia
PO Box 246

Tel 03 5752 2288
Fax 03 5752 2660
Email: belmoresmfdbright@belmores.com.au  
Request an appointment

Bright Office

3 Ireland St, Bright VIC 3741, Australia
PO Box 71
(The old post office building)

Tel 03 5755 1327
Fax 03 5755 1875
Email: belmoresmfdbright@belmores.com.au  
Request an appointment