Are you making the most of the investment options available to you? Would you like to invest in property or other assets your fund doesn’t currently allow? Talk to our SMSF experts today to find out how you can use your super to maximise your wealth.
3 Reasons Why we are Better Than
Your Average SMSF Provider
We care about our clients financial future. Our goal is to make sure you truly understand SMSF and how you can use it to achieve your personal and financial goals. We’re more than your average SMSF provider.
In fact, here are 3 reasons why you should consider working with us:
COMPREHENSIVE FINANCIAL PLANNING
We don’t just start a fund for you and then leave you to go it alone! We prefer that our SMSF clients work alongside our Wealth Management team and SMSF advisors. Together we can devise a strategy that will create a personalised investment portfolio to meet your current and future needs.
GET CONTROL OF YOUR FINANCIAL INDEPENDENCE
With an SMSF you can invest according to your personal preferences and ethics, as well as fulfil your financial ambitions. Always wanted your own property portfolio, or to transfer shares in your name to your superfund? You can use your super to make those dreams come true. We’re here to help advice to boost your wealth.
INSIDE KNOWLEDGE FROM THE EXPERTS
There are so many aspects to SMSF management that it can be a full-time job keeping up to date and informed. Luckily, that’s our job! Your decisions are always your own, but our SMSF advisors provide the information and support to enable you to make smart, proactive choices about your money.
WHAT’S INVOLVED WITH AN
SMSF FROM MB+M
Starting and managing an SMSF is an ongoing process which requires careful planning and regular reviews. Here’s how we work with you to make sure your investment is always meeting your needs:
NO COST TO YOU
MB+M has no alliances to any product or company, so we can guarantee our advice is honest and unbiased. We’ll agree our fees with you in advance, so there are never any ‘surprise extras’.
A tailored plan that suits you
You’ll receive a tailored proposal, showing how we can help you to take control of your agreement for our services, with monthly payment options, reviewed annually.
Looking to the future
An SMSF needs to be reviewed and managed regularly in order to be an effective investment for you. We work on your behalf to ensure your money is working too! You have a regular contact within MB+M, and access to our team via email and telephone for support when you need it.
READY TO TAKE CONTROL OF YOUR FINANCIAL FUTURE?
Take control today, and rest assured that
your SMSF is in safe hands with MB+M.
Your money, your investment, your decision.
We are located at
23 Nixon Street, Shepparton, Victoria 363003 5821 9177