For many of us, superannuation is one of our biggest long-term investments so it makes sense to invest in sound advice. Our SMSF accountants in Brisbane and on the Gold Coast can provide exactly what you need to establish and run a self managed superannuation fund.
At MGI South Queensland, we take the stress out of important questions like, how much super is enough? We’ll guide you through tax-effective super strategies and make sure you are financially prepared for retirement.
Do you have the right superannuation strategy to achieve your retirement goals?
Let our specialist SMSF accountants at MGI South Queensland guide you through developing an effective super strategy. Book an obligation-free consultation today to review how your superannuation is performing and strategies you can adopt for improvement. Conditions apply.
Our SMSF accountants can support you with:
- Establishing an SMSF
- Commencing a pension: account-based and transition to retirement
- Contributions: concessional, non-concessional and in-specie
- Rollover of existing superannuation structures
- Limited recourse borrowing arrangements
- Winding up SMSFs
- Analysis of clients’ investor risk profile
- Asset class investment strategy
How we can help
Plan for retirement
We’ll help you to identify your goals for retirement and then build the right team of advisors to achieve this.
Determine your super strategy
We’ll help you establish a superannuation strategy and keep these goals front of mind throughout your working life.
Set up and manage a SMSF
SMSFs are an increasingly popular option for many Australians. We’ll help you assess the advantages and then manage the minefield of rules and regulations.
Build your super through reducing the tax you pay
A number of tax-effective strategies will help you improve your super return. We make sure you’re taking advantage of these opportunities.
Review ongoing performance
The performance of your superannuation will depend on how you’ve invested your money. We can refer you to a trusted financial planner who can make recommendations.
MGI helped us develop a personal portfolio that will be very healthy in five to ten years.
MGI SMSF Services Pty Ltd (ASIC No. 1244471) ABN 84 131 458 261 is a Corporate Authorised Representative of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361.
Email: email@example.com Tel: 1300 785 611
Anthony Smith is a Limited Authorised Representative No: 238036 of Merit Wealth Pty Ltd ABN 89 125 557 002 AFSL No. 409361 – View FSG
Cameron Barber is a Limited Authorised Representative No: 1244473 of Merit Wealth Pty Ltd ABN 89 125 557 002 AFSL No. 409361 – View FSG