Self-Managed Superannuation Funds (SMSF) are an effective, yet highly regulated retirement vehicle. With their increasing popularity let our highly experienced Superannuation Division assist you on your superannuation journey.
MGI Perth Financial Services Pty Ltd is an authorised representative of SMSF Advisers Network Pty Ltd (AFSL No: 430062) and can provide advice and assistance with all operational aspects of your Self Managed Superannuation Fund.
- Assistance with Fund Establishment
- Compliance Obligations
- Concessional and Non Concessional Contributions
- Retirement and Pension Strategies
- Independent SMSF Audits
How we can help
Determine your super strategy
We’ll help you establish a superannuation strategy and keep these goals front of mind throughout your working life.
Set up and manage a SMSF
SMSFs are an increasingly popular option for many Australians. We’ll help you assess the advantages and then manage the minefield of rules and regulations.
Build your super through reducing the tax you pay
A number of tax-effective strategies will help you improve your super return. We make sure you’re taking advantage of these opportunities.
Attend to your Annual SMSF Audit
Our experienced SMSF Auditors use the latest audit software to deliver an efficient and practical annual audit solution. We can provide this service directly to SMSF Trustees as well as other professionals (including accounting firms, financial advisors and SMSF administrators).
Rocco M Fazari FIPA, AFF.ICAA Director
Specialising in superannuation (including self-managed), strategic retirement, taxation, compliance and business advisory mattersView profile
Brenton Burke CA
Specialising in superannuation (specifically self-managed), SMSF Audits, Strategic Retirement, Taxation, Compliance and Business Advisory MattersView profile
Read through the other services that we offer to see if any apply to you.
Book an obligation-free consultation today to review how your superannuation is performing and strategies you can adopt for improvement. Conditions apply.