We provide expert SMSF advice and individually tailored SMSF investment strategies, servicing clients across Melbourne and Australia-wide.
Simplifying your SMSF Investment Strategy
Creating a secure, sustainable financial future doesn’t have to be stressful or complicated. The reality though, for the average business owner, the world of superannuation is increasingly complex.
To make sense of your superannuation obligations and how to benefit from strategic tax-minimisation, our superannuation experts at MKS Group can provide you with superannuation advice & strategies that give you the right knowledge you need to make the right decisions.
Over 1 million Australians have switched from Retail or Industry Funds to Self-Managed Super Funds (SMSF). If you’re considering making the change for more control, our SMSF accountants can guide you through every step of setting up a self managed super fund, and ensuring you meet all legislation for SMSF compliance.
Creating a secure, sustainable financial future doesn’t have to be stressful or complicated. The reality though, for the average business owner, the world of superannuation is increasingly complex. To make sense of your superannuation obligations and how to benefit from strategic tax-minimisation, our superannuation experts at MKS Group give you the knowledge you need to make the right decisions.
Our range of superannuation services cover all the important issues you face . With frequent superannuation changes it can be hard to keep up. Our SMSF accounting services designed to provide you with practical, sustainable superannuation advice that ensures your financial future is in safe hands.
Tailored Advice from our SMSF Specialists
Our team of SMSF specialists work closely with you to ensure your transition to setting up self managed super fund is seamless. All members of our SMSF specialist team hold diplomas in Financial Planning & are RG146-qualified. Our SMSF accountants are here to help you streamline your SMSF investment strategy, all whilst delivering genuine results to maximise you wealth. We want you to enjoy results that last a lifetime.
Our SMSF specialists can help you with:
- Guiding you through setting up a self managed super fund
- Regular reporting and taxation for SMSF compliance obligations
- SMSF administration tasks
- Regular SMSF investment strategy planning & advice
- SMSF portfolio structure & ongoing management
- Specialists in Aged Care & Centrelink superannuation related issues.
- General superannuation advice from our highly-qualified superannuation team.
You can put you trust in our SMSF advisers at MKS Group. We thrive on being able to work closely with you to provide the best superannuation advice to deliver financial stability and increasing your wealth.
Additional Services for Retirees
Our team can also assist with pensions, managing your superannuation contributions, and understanding the rules around ever-changing contribution limits. We also understand Limited Recourse Borrowing Arrangements to maximise your benefits – for when you need it most in retirement.
Interested in receiving self managed super fund advice? Call us on 03 9374 8400 or contact us below to talk to one of our SMSF specialists.