What services do we provide?
We can assist you with:
and meaningful financial reports
banking and equipment finance
and goal setting
and computer assistance
Self Managed Superannuation Funds
We have 34 years experience with Self Managed Superannuation Funds, so it is not new to us. We have a specialist SMSF department, known as the Super Wing, which is headed up by Paula Murray who oversees the administration and compliance responsibilities for our rapidly growing super group. View our services to the right.
Our view is that an SMSF is an integral part of your business structure due to the significant tax benefits that can be achieved on the road to retirement, and in retirement. We have long been of the view that investment assets are best held in your SMSF, particularly in light of the zero percent tax rate when your fund is in pension mode and the members are aged over 60yrs. An SMSF also offers asset protection and the improved ability to structure your estate for the future.
Keep up to date with our monthly MBS newsletter