SMSF

Our SMSF specialists care about achieving the best outcome for you

By listening to your goals and getting to know your needs we collaboratively create a strategy to achieve the best possible outcome. Discover more by clicking the button below or call us on 1300 667 897!

Take control of your financial future with our SMSF advice

Owning an SMSF can be a great way to have more control of your financial stability when you retire. We understand you want to work with a team of SMSF Specialists who have your best interest at heart, and that’s why our clients choose us.

Advice and service you can count on

Our SMSF team are committed to providing you with consistent, knowledgeable service. We have years of experience helping clients manage their tax reporting and compliance requirements. Most importantly, we have experience in the different life stages of a SMSF, giving us the skills to provide you with the necessary assistance and assurance in planning your future retirement.

Your success is our success! We care about achieving the best outcome for you and collaboratively create a strategy that prioritises your needs and goals.

Safeguard your SMSF with our knowledge

The MBA team can also help you with all the legal requirements for your chosen retirement plan, ensuring everything is compliant and you’re making the most of your investments.

How we can help you:

  • Completion of ATO reporting, including tax returns and activity statements
  • Arrange for the annual audit
  • Liaise with the ATO, ABR & ASIC on the trustee’s behalf
  • Legislative compliance requirements
  • Assistance with establishing SMSFs
  • Assistance with establishing LRBAs
  • Commencing income streams
  • General information regarding superannuation legislation