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Tax Checklist
2018 - Tax Checklist
To assist in completing your tax return, we have a checklist that will help you with what you need to provide us. Find out more
Money Talks
July 2018 - Money Talks
COMPANY TAX CHANGE IN LIMBO: An issue that many business owners and investors will need to grapple with is uncertainty on the tax rate that applies to companies for the year ended 2018 and the maximum franking rate on dividends paid during the 2018 income year. Find out more
Virtual Tour
- Virtual Tour
Take a tour and explore our office Find out more
SMSF (Self Managed Super Fund)

A SMSF is a Self Managed Super Fund, which means you can take an active role in providing for a comfortable retirement. In Australia there are approximately 570,000 Self Managed Super Funds and this is continuing a steady growth. There are many advantages to a SMSF which include: 

  • Control, flexibility and choice
  • Tax effective savings
  • Ongoing and portable
  • Cost savings
  • Estate Planning

At M Financial Services we can set up your SMSF and manage the regulations which are being strictly monitored by the ATO and ASIC. A SMSF is not a set and forget strategy and the ATO will impose penalties for any breaches of the legislation on the fund and its trustees, which can include the following: 

  1. Freeze the assets of the fund
  2. Disqualify trustees
  3. Remove or suspend trustees
  4. Make a fund non-complying
  5. Seek civil or criminal penalties

Contact M Financial Services to ensure your SMSF is compliant and performing at its best.


 INTRODUCING OUR SUPER TEAM

Self-Managed Super Funds (SMSF) are a way of saving for your retirement and are designed to offer you more control over your superannuation investment.  SMSF's have become a popular option for Australians who like to have a greater level of flexibility and power over their future retirement income streams.

Our SMSF team consists of 3 Advisers and 4 Accountants who focus solely on all tax laws and compliance obligations who are dedicated to providing a personalised and professional service to their SMSF clients.  Maclean Partners utilises efficiencies through the latest technology and data flows, allowing more efficient preparation of the annual financial statements.

In some cases a SMSF may not be suitable, so our dedicated advisers at M Financial Services will personally assess your current situation and work to provide guidance so that you make the right investment decision based on your financial circumstances and goals.  Maclean Partners have vast experience simplifying SMSF administration and compliance.  Additionally, the investments you choose can be tailored from accumulation to income stream phases to match the different stages of your life.

For further information please contact Corynne Murphy on 4729 2222. 

 

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