For many of us, superannuation is one of our biggest long-term investments.

So it makes sense to invest in sound advice.

At MGI, 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.

MGI SMSF Services Pty Ltd is a corporate authorised representative of SMSF Advisers Network Pty Ltd.

Our Services

  • 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.

Tony Powell | Tony Powell Hose & Fittings

Specialists

Anthony Smith

Director, Business Services

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Cameron Barber

Director, Taxation Consulting & Business Services

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SMSF Advisers Network Pty Ltd

MGI SMSF Services Pty Ltd (ABN 84 131 458 261) is a Corporate Authorised Representative No: 124 4471 of SMSF Advisers Network Pty Ltd (ABN 64 155 907 681)—AFSL No 430062. Cameron Barber, Anthony Smith, Helen Whelan and Jackie Smith are the authorised representatives of SAN. Download our Financial Services Guide.SMSF Advisers Network

Do you have the right superannuation strategy to achieve your retirement goals?

Book an obligation-free consultation today to review how your superannuation is performing and strategies you can adopt for improvement. Conditions apply.