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investments | superannuation | gearing | estate planning | redundancy | taxation
Investment advice
Helping you to build, protect and manage your wealth is our primary responsibility. Blackmore Investments provide practical advice on investment strategies tailored to suit your individual goals, preferences and risk tolerance.
The engine of your financial plan is a broad selection of investments. These might include managed investments such as unit trusts, superannuation funds, complying pensions, allocated pensions and annuities, together with direct investment in local and international shares, property, fixed interest and cash.
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Superannuation
Superannuation is one of the most tax-effective methods to save for retirement. Blackmore Investments will develop a strategy that maximises the tax benefits of your superannuation, increasing the funds available for your retirement.
We can also provide simple explanations on topics such as salary sacrifice, self-managed superannuation funds, contribution strategies (including spouse contributions), life insurance options inside of super, and how to generate an income in retirement.
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Transferring United Kingdom (UK) Pension Funds to Australia (QROPS)
If you have recently moved to Australia from the UK, or have been residing in Australia for some time and still have a UK pension fund there may be some benefits in moving the fund to Australia.
Blackmore Investments specialises in transferring UK pensions into a Qualifying Recognised Overseas Pension Scheme (QROPS). This is an Australian superannuation scheme which has been approved by HM Revenue and Customs (HMRC) to accept the transfer of UK pension funds. QROPS continued
Gearing strategies and debt management
Debt management and borrowing (gearing) strategies are an important part of building wealth. Borrowing to invest has always been central to the wealth creation process but it can also be risky if you don’t have the right advice.
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Estate planning
Approximately half of the Australian population does not have a valid will when they die. In conjunction with your solicitor, Blackmore Investments will develop a tax-effective estate plan tailored to meet your individual requirements. The plan will incorporate powers of attorney, wills, prepaid funerals and testamentary trusts. The end result is an estate plan that provides for your beneficiaries and protects your assets.
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Redundancy planning
Retrenchment can be a difficult and stressful experience and it is not a time when you want to face the burden of financial decision making alone. Blackmore Investments will help you manage your termination payments, debt restructuring and income requirements.
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Taxation planning
Taxation planning is an integral part of your overall financial plan and it underpins the aspects of our investment advice. Blackmore Investments will work with your accountant or taxation adviser to develop strategies that will minimise your tax liability.
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