Help With Super
Establishing a Self Managed Superfund (SMSF) is easy. It really isn't much harder than creating a bank account. Our team have established hundreds of funds and have the expertise needed to make the process easy and seamless for you. Within a few simple steps you will have your existing Superannuation 'released' to you and placed into a special bank account from which you can then take over the management of it.
So what are the benefits and costs of having a Self Managed Superfund? Is it right for you? Find out more.
The team at MBA take care of the entire process for you. Depending on your needs we provide a monthly, quarterly or annual administration service using only the best SMSF technology and software available. This enables us to process your fund with superior levels of automation through extensive direct market and financial institution data feeds. We can provide you with accurate, timely and precise information at any stage, especially at crucial times such as prior to the close of a financial year.
At MBA we treat your Superfund as one of your most important assets. Receiving an annual letter about your "fund balance" just isn't good enough. We aim to give you better access to your information through our SMSF online portfolio. This is a free service to our superfund clients and is available anytime, anywhere and on any device.
Key benefits to you:
- You can easily track the performance of your Superfund and the investments within it
- You can access reliable data to support your investment decision making
- You can upload electronic documents to help manage administration – even photographs of them on your phone
- You can securely exchange messages with us
Want to make the management of your SMSF Investments easier? Find out more.
All Self-Managed Superfunds are required to be audited each year. MBA's audit team have completed thousands of audits over the years. Combined with our association with Deloitte Australia, we have the experience, to manage any SMSF audit – big or small.
Specialised Licensed Advices
Superfunds, like businesses, often require specialised advices.
That's why MBA is a Corporate Authorised Representative of Merit Wealth Pty Ltd, ABN 89 125 557 002, Australian Financial Services Licence Number 409361.
Through our association with Merit Wealth we can help advise you on many of the more complex options and opportunities that exist in the realm of Superannuation.