Services

Self-managed Super Fund Services

Save for your retirement

Superannuation, or pension plan, is a way to save for your retirement. Superannuation money can come from a number of sources – employer super guarantee contributions, salary sacrifice or voluntary contributions.

Over the past 10 years a huge number of Australians have switched from Retail Funds to SMSFs.  SMSF stands for Self-Managed Super Fund and is one option which may help you take control of your retirement funds and potentially lower your fees.

MBC have specialised in SMSF, set up and strategy for more than 30 years. We can help you ascertain whether a SMSF is right for you but here are some key points to consider.

Take control

An SMSF involves being in charge of your own superannuation and making your own investment decisions. Having control means you can invest in a wide range of investments, however you must also consider that performance, whether good or bad, is the result of your decisions.

Benefits of an SMSF

  • Increased investment flexibility
  • Full fund self management and control
  • Greater security knowing where your money is
  • Ability to pool your funds with family members
  • Ability to keep your Pension and Accumulation funds all in one place
  • Make contributions of assets rather than cash (in specie contributions)
  • Potential to reduce fees and charges

Other considerations

  • Managing a fund can take a lot of time, effort and hard work
  • Strict legal duties and responsibilities
  • Establishing and maintaining your own investment strategy

Our comprehensive Superannuation Services include

  • Self Managed Superannuation Fund (SMSF) Establishments
  • Preparation of financial statements and annual returns for SMSFs
  • Administration of SMSFs
  • SMSF audits
  • SMSF Trust Deed Updates
  • Pension establishments
  • Contribution strategies
  • Rollovers
  • Tax effective strategies to minimise tax
  • Estate planning strategies
  • Preparation of Death Benefit Forms
  • Trustee Training and SMSF seminars

View our pricing and packages

Our packages are designed so that you can choose how much or how little assistance you want along the way.

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