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.
- 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
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.Read Willis & Williams Story
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
Book an obligation-free consultation today to review how your superannuation is performing and strategies you can adopt for improvement. Conditions apply.
Read through the other services that we offer to see if any apply to you.