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.

At MGI Adelaide we are committed to assisting superannuation trustees with the administration, taxation and accounting of their SMSF to ensure compliance with all aspects of the legislation.

Our specialised superannuation team is across all aspects of SMSF compliance and is ready to provide you with a personal touch on your SMSF journey.

Our Services

  • Assistance with Fund Establishment
  • Preparation of Annual Accounts, Member Statements , Annual Taxation & Regulatory Return
  • Minutes & statutory documents
  • Annual & Quarterly ATO reporting
  • Annual Audit
  • Centrelink Reporting

How we can help

Full administration service

We can take care of all paperwork & filing for your fund

Ongoing support

We do more than just the tax return, providing all year round assistance with any queries and interim reporting required

Make sense of your obligations

Being an SMSF trustee comes with a duty to comply with the law, we assist you to understand and comply with the requirements.

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

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Specialists

Jo Scrima

Director - Superannuation Services

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Clayton Lawrence

Director - Audit Division

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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

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.

Need another look at our services?

Read through the other services that we offer to see if any apply to you.