Business Review
Tax Checklist
2021 - 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
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.


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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What our clients say...
  • "Maclean Partners are very knowledgeable accountants who are always attentive and keen to learn more about how to improve our business. John and his team offer sound advice about tax and general accounting, as well as helping structure and manage the financial aspects of the business to our advantage". - Read more
    - Tony Pascoe, NQ Foot and Ankle
  • "We've worked so hard over the past 10 years to get the business to where it is and sometimes you can't see the forest from the trees. Thanks to the Maclean Partners and the 90 Day Business Challenge, I found each module so helpful and the self-paced online aspect combined with the face to face coaching and workshops worked really well for us. - Read more
    - Nelly Evans,Powdercoat Select
  • "Nelly (my wife) told me she had signed up for some business training and I told her it was a waste of time and money. I wasn't interested in doing it at all because both our businesses are firing on all cylinders, but to show her support, I went along to the first workshop and I was impressed. Nelly and I have been doing a lot of talking, but we realised that we never had the right mindset to take action. - Read more
    - Glenn Evans, The Fencing Factory
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