Services

Self-managed Super Fund Services

Assistance with planning for succession or retirement.

Superannuation, or a pension plan, is a way to save for your retirement.

Having your own Self-Managed Super Fund (SMSF) is one option which can help you take control of your retirement funds and enable you to retire sooner or in a more comfortable position.

MBC has specialised in SMSF, set up and strategy for more than 30 years. We can help you ascertain whether a SMSF is right for you but here are some key points to consider.

Take control

An SMSF involves being in charge of your own superannuation and making your own investment decisions. Having control means you can invest in a wide range of investments, however you must also consider that performance, whether good or bad, is the result of your decisions.

Benefits of an SMSF

  • Increased investment flexibility
  • Full fund self management and control
  • Greater security knowing where your money is
  • Ability to pool your funds with family members
  • Ability to keep your Pension and Accumulation funds all in one place
  • Make contributions of assets rather than cash (in specie contributions)
  • Potential to reduce fees and charges

Other considerations

  • Managing a fund can take a lot of time, effort and hard work
  • Strict legal duties and responsibilities
  • Establishing and maintaining your own investment strategy

Our comprehensive Superannuation Services include

  • Self Managed Superannuation Fund (SMSF) Establishments
  • Preparation of financial statements and annual returns for SMSFs
  • Administration of SMSFs
  • SMSF audits
  • SMSF Trust Deed Updates
  • Pension establishments
  • Contribution strategies
  • Rollovers
  • Tax effective strategies to minimise tax
  • Estate planning strategies
  • Preparation of Death Benefit Forms
  • Trustee Training and SMSF seminars
Learn more about our Services
Our Services

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Dr Gavan Mackey

MBC are now doing my books and I am a free man!

I have been doing the Surgery Books for 30 years using my variation of a Ledger System. I found it very time consuming and VERY FRUSTRATING … especially when the figures did not add up. MBC finally convinced me to get them to do the books. Well I am now a free man!! It has worked out very well. Every month or so I drop the details to them and my job is done. Great Job.

Simonn Hawke

Director, Lolli Redini

We have been working with MBC for 13 years, and in this time my business, Lolli Redini, has benefited from regular meetings where we discuss in detail the breakdown of our financial position leading in to each end of financial year. This has enabled us to analyse our situation against industry benchmarks and make the necessary changes to reduce our costs and increase our profitability. We have seen a clear increase in profits as a result of regular meetings with Ben Wright, and his team of staff are always on hand ready to assist with any questions we have. The professional approach that the team has leaves us feeling assured and frees us up to get on with what we do best which is running a busy fine dining restaurant.

Kathy McRae

MBC takes the stress out of bookkeeping

MBC Bookkeeping has taken away the stress and panic of BAS due dates and I can now use those days doing much more enjoyable activities. Any queries are handled by phone and email and I can now just deliver the relevant material when it’s ready. I feel so relieved. Everything is handled appropriately and privately and without issue. If you have the time, skill, energy and love doing your own bookkeeping then keep doing it – if not MBC provides an excellent service with NO stress.

Mark Coleman

Director, Colemans Equipment Pty Ltd

Our Company, Colemans Equipment Pty Ltd, has been working with MBC for the past 6 + years. Since working very closely with Ben Wright and his team we have benefited greatly from their dedicated service and knowledge of the vast business world in which we all work and navigate. From the time we started working with the MBC team we have built a better understanding of not only the accounting practice needed to run a small to medium-sized business, but also working on goal setting and planning for our business, and how to run the business with more confidence.