Self Managed Super Funds

Getting the right professionals involved in your fund is important and then having the resources available to guide you down a safe path to achieve your goals and dreams is more than just important.
MCL Financial Services can be an adviser, coach, project manager or mentor to you as Trustee of your SMSF. Investment advice, insurance advice, compliance and documentation provider as well as guidance with loans and specific strategies are all provided.
Plug us into your SMSF today for a smoother journey.
Should you have any further questions please click here to email us.

This is not for everyone. If you are :-
Should you have any further questions please click here to email us.

To gain a proper understanding of what you have and whether it is efficient and worthwhile;
To have a trusted adviser who understands your situation and also understands you.
Should you have any further questions please click here to email us.

If you are establishing a SMSF then we would say involve us from the very beginning so that you have the right Trusteeship arrangement in place.
Should you have any further questions please click here to email us.

We can provide advice on all aspects of the Self Managed Super Fund. From starting off to adding members, to starting an income stream, answering questions like “do I need to segregate assets?” and of course the investment of your capital.
We will provide guidance on this at the first interview (free) and outline the areas of advice which appear to be most pressing. Things can progress from there at your own pace.
Through our panel of experts, we can produce
We also help educate you as Trustees in the intricacies of running your own SMSF.
Should you have any further questions please click here to email us.

Once we have a full picture of your situation and discussed the areas of advice required, we will prepare a written Statement of Advice for you. This will be the document from which others follow such as our Records of Advice. The journey continues until such time as you no longer need our advice.
We will provide documents requesting relevant information and will conduct a Risk Profile Questionnaire whenever monies are to be invested.
There are cases where information will be required from third parties. We can facilitate this with your written permission. We do not pass any information to others without your written consent.
Should you have any further questions please click here to email us.