Superannuation and Self Managed Superannuation 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 enables 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. 

The team at MF Partners are superannuation experts who can assist in establishing a superannuation fund that will effectively enable you to reach your financial retirement goals.

Services we offer include:

• Establishing self-managed superannuation funds
• Completing information for the Insurance and Superannuation Commissions
• Superannuation audits
• Advice on compliance matters
• Advice on taxation benefits
• Advice on employer obligation

There are also significant planning opportunities in relation to SMSF's, so speak to one of our friendly specialists ensuring you maxmise the benefits of using a SMSF.

Since 1 July 2016, advice about superannuation must be provided through an Australian Financial Services Licence.

In order to provide personal advice to our clients in relation to Superannuation and Self Managed Superannuation Funds, MF Partners are authorised through the SMSF Advisers Network Pty Ltd (SAN) – the Australian Financial Services Licence of the National Tax and Accountants' Association Ltd (NTAA).

The staff at this practice authorised by SAN to provide superannuation and self managed superannuation advice are:

Mark Charter – Authorised Representative No:  1250210

Tim Finlayson – Authorised Representative No:  1248209

Holly Bailey – Authorised Representative No:  1250209