Take control of your super
With a self-managed super fund, you are in charge of your super and where it is invested, plus you manage those investments yourself.
There are many reasons people manage their own super – some to save on fees, some to take control of their risk or even just to invest in certain assets.
But, with control comes accountability. You are accountable for your SMSF.
Benefits of an SMSF
If you define costs as a fee to administer your SMSF, then the cost can certainly vary.
Like any financial investment, the way it is operated effects the costs of the operation.
Generally, where you have maintained good, accurate records of your investments, the cost is comparable to industry funds.
Having specialised in SMSF’s for almost 20 years and seen their success, we prefer to consider costs as “what is the cost of NOT having an SMSF?”
Regardless of the costs, the satisfaction levels of SMSF trustees have historically exceeded that of those in industry funds.
Satisfaction with financial performance of superannuation
Click image below for larger view.
Source: Roy Morgan Single Source (Australia), 6 month rolling, average sample size = 15,500. Base: Australians 14+ with Superannuation. Finding number: 5668
Where we come in
We are licensed to provide SMSF advice. We can show you the pros and cons of running an SMSF and help you decide whether it’s right for you
We help with the administration and financial management of the fund. We are also SMSF Auditors so we can take care of all the compliance requirements for you.
SMSF advisors must be licensed to provide this type of advice. That’s why MBA is a Corporate Authorised Representative of Merit Wealth Pty Ltd.
Through our association with Merit Wealth we can help advise you on many of the more complex options and opportunities that exist in the realm of superannuation.
Our licensed advisors are Chen Gaul and Nicole Richardson. See the ASIC Financial advisors register for more information.
Establishing a self-managed super fund is easy. It really isn’t much harder than creating a bank account. Our team have established hundreds of funds and have the expertise needed to make the process easy and seamless for you.
With only a few simple steps you will have your existing superannuation released to you and placed into a special bank account where you can then take control of your funds.
We handle the entire process for you. Depending on your needs we provide a monthly, quarterly or annual administration service.
We use the best SMSF technology and software available. We use superior levels of automation, directly linked to ASX and all the major financial institutions, to ensure our administration process is as efficient and effective as possible.
In addition to Fund Administration and Audit, we also provide a very specialist SMSF advice service. We provide this under our capacity as a Corporate Authorised Representative of Merit Wealth Pty Ltd, ABN 89 125 557 002, Australian Financial Services Licence Number 409361.
Macquarie Business Accountants Pty Ltd ABN 16 091 110 182 is a Corporate Authorised Representative of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361.
Chen Gaul (1240921) is an Authorised Representative of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361.
Nicole Richardson (1270942) is a Limited Authorised Representative of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361.
General advice warning
This information has been prepared without taking into account your objectives, financial situation or needs. Because of this, you should, before acting on this information, consider its appropriateness, having regard to your objectives, financial situation or needs.