Given the complexity of the superannuation industry legislation and regulation, it is important to have access to expert advice. MGI Melbourne / MGI Sydney has established itself as a leading specialist in the superannuation area by providing high level technical advice in all areas of superannuation including tax effective strategies in utilising superannuation. The firm has an emphasis on self managed superannuation funds and large family funds which are regulated by APRA.
We have a dedicated superannuation team which is responsible for maintaining that a level of excellence in our research and technical expertise and keeping abreast of all recent developments. This team is also responsible for ensuring that our administrative systems operate efficiently to complete the compliance requirements for superannuation funds.
The core services offered by our superannuation team include:
Consulting Services
Our broad base of technical expertise and our commitment to continued research in the superannuation area enable us to provide creative and practical solutions to the issues facing employers, fund trustees and fund members in relation to both Australian and offshore superannuation arrangements.
This advice ranges from tax effective strategies for superannuation contributions and Reasonable Benefit Limit management for employees. However it also includes advice to trustees on SIS legislation and regulation and providing specific advice on allowable investments etc.
Administration of Compliance Services
MGI Melbourne / MGI Sydney has systems established to enable the efficient completion of all statutory compliance needs of superannuation funds. This enables us to provide the accounting, taxation and reporting services required by our clients from the time of establishment of their superannuation funds through to their retirement.
Retirement & Estate Planning Services
MGI Melbourne / MGI Sydney has considerable expertise in the area of retirement planning and estate planning. We can provide advice in respect of the various retirement strategies and structure available and the tax consequences of each strategy. We use detailed financial projection models and actuarial software to assist in the evaluation of the most appropriate retirement option which also considers the client’s needs and providing maximum flexibility where possible as part of the retirement strategy. We note that our Wealth Management Group BW Capital provide all investment advice that is required for licensing requirements. We recognise the importance of considering all aspects of retirement, succession and estate planning needs when advising on these matters.
Our superannuation team are members of The Association of Superannuation Funds of Australia Ltd. (ASFA).
Links
The Association of Superannuation Funds of Australia Ltd. (ASFA)
The Australian Prudential Regulation Authority (APRA)
More info:
Naree Brooks
Principal - Superannuation, Retirement and Estate Planning
(03) 9521 3000