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