AVAILABLE SMSF PACKAGES

ESSENTIALS

Annual Financials
Tax Return
Audit

INCLUSIONS
  • Compliance
  • Annual Meeting
  • ASIC Annual Review of Corporate Trustee
  • Annual SMSF Audit
  • Pension Payment Reminder
  • Access Online Current Fund Valuation and Member Balances
  • Access Online Current Fund Valuation and Member Balances

ADVANCED

Essentials Package +
Basic Strategic Wealth
Creation Advice

INCLUSIONS
  • Semi-annual Meeting
  • Investment Strategy Review
  • Asset Performance Review
  • Semi-annual Portfolio
    Rebalance
  • Annual Insurance Review
  • Contribution Advice
  • Pension Advice
  • Monitoring and Product
    Research

COMPREHENSIVE

Advanced Package +
Extensive Strategic Wealth
Creation Advice

INCLUSIONS
  • Quarterly Meetings
  • Annual Portfolio Review
  • Retirement Goal Setting
  • Portfolio Administration
  • Asset Purchase and Sale
    Recommendations
  • Administer Asset Purchases
    and Sales

THE MB+M
PROMISE

We have a strong alignment with the SMSF Association who are the peak body for SMSF professionals in Australia. We take our responsibility as your advisor seriously
and we take pride in being your trusted advisor so that we can help you navigate the complexities of business and SMSF legislation.

Our SMSF Accountants ensure that your SMSF stays compliant, which we understand can be very painful at times when you have to get your property valued or update your investment strategy or lease agreements.

Our Wealth Creation team are always ready to help you invest your hard earned super in line with your risk profile, goals and life stage. We are not aligned with any
products or companies, so we can guarantee our advice is honest and unbiased. We do not receive commission as we are independent specialists, driven by getting the best results for you.

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.

Shepparton

23 Nixon Street, Shepparton, Vic 3630

Numurkah

106-108 Melville Street, Numurkah, Vic 3636

03 5821 9177