SELF MANAGED SUPER FUNDS

As the Government encourages Australians to take responsibility for and reach their financial retirement goals, citizens are repeatedly required to deal with Superannuation funds.

Self-managed Superannuation is a means of saving for retirement. It allows you to control your investment strategy, reduce tax while obtaining tax benefits and control administration costs.

Superannuation law is a delicate area and personalised planning is required for each individual. At M Point Superannuation Services Pty Ltd we are superannuation experts, and can assist in establishing a superannuation fund that will effectively allow you to reach your financial retirement goals.

 

Services we offer include:

  • Establishment of Self Managed Superannuation Funds
  • Superannuation Audits
  • Advice concerning Compliance Matters
  • Advice concerning Taxation Benefit
  • Small Business Concessions
  • SMSF processing (financial statements and tax returns)
  • SMSF mailbox service
  • SMSF Strategy
  • SMSF Processing & Administration
  • Preparation of financial statements and Trustee Minutes
  • Establishing your SMSF
  • Winding up your SMSF
  • SMSF strategy
  • Pension Commencement/Commutation and Documentation
  • Limited Recourse Borrowing Arrangements
  • Keeping our clients abreast of changes in legislation
 

Our AFSL licence also allows us to provide class of financial product advice for the following:

  • Deposit and payment products (eg opening a bank account)
  • General insurance products
  • Life insurance products
  • Simple management investment schemes
  • Securities