Are you thinking about starting an SMSF or just shutting one down?
We can help, we have the answers to your SMSF questions and can provide the appropriate SMSF solution tailored to you.
Even if you need help with regular superannuation we can ensure you have the right strategy to maximise tax efficiency, minimise your costs and the right asset allocation for your stage of life.
An SMSF is a self managed super fund, which allows you to manage your own retirement savings.
Things to consider
Do you have enough time, knowledge and skills to manage your own super an meet your legal and other obligations.
Do you need the additional benefits an SMSF can provide?
Do you have enough super to make an SMSF cost-effective?
More investment control
More investment choice
One fund for the family
Ability to borrow to make larger investments
Potential tax savings
Greater estate planning certainty and flexibility
Choose a trustee structure
Obtain a trust deed
Sign trustee declarations
Register with the ATO
Open a bank account
Record members’ TFNs
Prepare an investment strategy
Accept contributions and rollovers
Plan for the future
Appoint professionals
We can offer guidance and help if you need it.
Is an SMSF right for you or your family?
Getting the set-up right.
Ensuring compliance with investment, insurance and ongoing obligations.
Making the most of your SMSF.
Understanding alternative investments.
Retirement Planning.
Estate planning considerations.
Level 1, 41 Mount Street,
Burnie, Tasmania, 7320
16 Rutledge Street,
Bungendore, NSW, 2621
mfg@mfg.com.au
03 6440 3555
Mancell Financial Group is an Authorised Representative No. 226266 and Credit Representative No. 403187 of FYG Planners Pty Ltd, AFSL/ACL No. 224543. ABN 29 009 541 253.
This website is for informational purposes only and the information contained is of a general nature and may not be relevant to your particular circumstances. The circumstances of each investor are different, and you should seek advice from a professional financial adviser who can consider if particular strategies and products are right for you. MFG has professional financial advisers in Burnie & financial advisers in Canberra if you are seeking advice. In all instances where information is based on historical performance, it is important to understand this is not a reliable indicator of future performance. You should not rely on any material on this website to make investment decisions and should seek professional advice. Notwithstanding our GAIA membership, MFG does not claim to be independent under section 923 of the Corporations Act.
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