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 SMSF TEAM
We are different to many other accountants and salespeople in the industry as we have two SMSF licenced team members, who have undertaken specific training in self managed super funds (SMSF).
Anna Agati
SMSF Specialist
As a Self Managed Superannuation Fund Specialist, I am passionate about helping clients to grow their Super to meet their financial goals. I enjoy seeing and learning new things.
Anna McIntosh
SMSF Specialist
SMSF and small business strategy is what I do. Tell me what you want to do and I’ll find you a way to save tax and grow your wealth. On the weekends I don’t do numbers. I’ll be in the garden or every now and then in the mosh pit rockin’ out.
Adrienne Gledhill
SMSF Compliance Manager
Self managed Superannuation nerd. I burn toast. Numurkah Pink Ribbon Brunch founder.
Greg Luscombe
OzPlan Financial Adviser
Greg is a tax specialist who loves finding answers to complex problems that give great tax outcomes for our clients. He is also a qualified financial planner who is driven to find the best financial pathways to achieving our clients goals.
Myles Martin
OzPlan Financial Adviser
I like to provide sound advice by working closely with clients to achieve their financial and lifestyle goals as they transition through life stages. I also have a keen interest in local football and cricket clubs, but more importantly I enjoy spending time with my wife and two kids.
Varun Sarup
OzPlan Financial Adviser
I take great pride in being able to provide holistic advice to a wide range of clients, from younger clients just starting out, to high net worth clients. During my spare time, I am generally busy studying for my Master in Financial Planning or engaging in various activities to keep fit.
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.
Schedule your Free Financial Affairs Consultation
One of our team members will provide you with an expert perspective on your current Financial Affairs and a suggested approach to addressing your needs.
MB+M is excited to offer you a free one-on-one financial matters consultation. We will review the following:
- Personal goals + income required to make them a reality
- Business Profitability
- Tax minimization opportunities
- Current protection in place for your wealth
- Opportunities to maximise wealth creation
- And more!
We just need a little bit more information from you in order to schedule your consultation. Once we have received your information one of our team will be in touch to schedule your session.
PLEASE FILL THIS OUT
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 9177RESOURCES
WEBSITE
ABOUT
© 2022 MB+M. All Rights Reserved.
23 Nixon Street, Shepparton, Victoria 3630106-108 Melville Street, Numurkah, Vic 3636
(03) 5821 9177
OzPlan Financial Services Pty Ltd
Australian Financial Services Licence No. 221235
Your Financial Adviser may offer you services through OzPlan Financial Services Pty Ltd and MB+M Pty Ltd which are each separate businesses. Although the same Adviser may offer you services under the above businesses, each business is solely and separately responsible for the advice they each provide. In particular, OzPlan Financial Services Pty Ltd, Australian Financial Services Licence No. 221235, is only responsible for financial planning services.