Self Managed Superannuation Funds (SMSF) are an effective, yet highly regulated retirement vehicle. The number of people in Australia choosing to take control of their superannuation retirement savings is growing at record rates.

MGI Super Advisory (SA) Pty Ltd is an authorised representative of Merit Wealth. We can provide advice and assistance with all operational aspects of running a Self Managed Superannuation Fund.

This information has been prepared without taking into account your objectives, financial situation or needs. Because of this, you should, before acting on this information, consider its appropriateness, having regard to your objectives, financial situation or needs.

Our Services

  • Fund Establishment Advice
  • Concessional & Non Concessional Contributions
  • Pension Commencement
  • Fund Closure

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.

MGI set up the structure for us, to ensure it met legal and accounting requirements. MGI’s superannuation expert Jo Scrima has advised and managed the fund since its inception.

Marlene Nicholas, Willis & Williams Pty Ltd

Read Willis & Williams Story

Specialists

Jo Scrima

Director - Superannuation Services

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MGI Super Advisory (SA) Pty Ltd  (ASIC No. 471539)  ABN 75 603 147 146  is a Corporate Authorised Representative of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361

Joanna Scrima (ASIC No. 471541) is a Limited Authorised Representative of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361

Website: www.meritwealth.com.au | Privacy Statement.   FSG

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Do you have the right superannuation strategy to achieve your retirement goals?

Book an obligation-free consultation today to review how your superannuation is performing and strategies you can adopt for improvement. Conditions apply.