Financial Planners

 
Self Managed Superannuation Funds are a specialised area; A SMSF can be an ideal investment vehicle to include in a financial planners tool kit. However, as financial advisers you may not recommended SMSFs to your client base due to the complexity of the fund administration. MSCJ Superannuation Service can tailor our service to meet not only your needs but that of your clients.

Our firm was founded to provide independent audit services to accountants – due to requests for additional services we now provided these additional outsourcing and SMSF compliance solutions. Whether you are in Brisbane, Sydney, Melbourne, Adelaide, Perth, and Darwin, Hobart or any regional centre we would be happy to discuss our SMSF services, including:

• Fund establishment 
• Monthly, Quarterly or Annual SMSF administration and accounting 
• Preparation and Lodgement of SMSF Annual Returns 
• Pension establishment services 
• Ongoing pension management
• SMSF consulting
• SMSF rectification services
• Client or Staff seminars
• SMSF Wind-up's

We provide individualised services to meet your needs which could include specialised reports or projections for your clients.  Unlike other administration firms we can customise our service to meet your individual needs –examples could include specialised reports or projections for your clients.  Contact us to discuss your individual needs. (Link to Contact us page)

• Fund Establishment and Compliance Documentation
• Fund Administration