SELF-MANAGED SUPER FUNDS

LET US HELP EDUCATE YOU, SO YOU CAN TAKE CONTROL OF YOUR INVESTMENT DECISIONS


superfunds
– GUIDANCE  |  STRATEGY  |  SOLID INVESTMENTS

Your Keys To Freedom & Financial Independence In Retirement With Self Managed Superannuation

Come your time to retire, there are 2 things you deserve more than anything, financial independence and peace of mind. Most Australians are by nature hard workers. And, after working hard for the majority of your life it is time to get your money working for you. A self managed super fund, can make sure you take control of your financial independence and give yourself a much greater chance at retiring with the cash flow you require to live the lifestyle you desire.

This is where establishing a self managed super fund, can make sure you take control of your financial independence and give yourself a much greater chance at retiring with the cash flow you require to live the lifestyle you desire.

In fact here is a statistic that displays the power of a SMSF:

37% of all super assets are held by people that have a SMSF. Which is only 7% of the population.
So utilising a SMSF can give you a greater chance at retiring without financial restraints, and will maximise your financial control on your future.

Make sure your SMSF is setup correctly

This is where we come in, we take you through 3 steps to make sure your in control of your plans for transition to retirement.


Step1:
/ Guidance

This is where our specialist SMSF accountants firstly make sure that your current situation warrants using a SMSF. We do this by looking at your current superannuation assets, non superannuation assets, your age, your income and debts. This will allow us to see your financial map and safely determine the best path way for you and your super.

 

Step2: / Strategy

Once the smsf is established, we can then help you to develop the right superannuation strategy for your risk profile. Through implementing a powerful and effective plan, your SMSF will help you make the transition to retirement to maximise your lifestyle.

 

Step3: / Investment

One of the greatest elements of a smsf is the flexibility of investment choice that you have. There are rules that are placed upon a smsf that you have to adhere to, we guide you here to make sure your investment selection is compliant. The correct investment can see you take full advantage of many of the great tax concessions.

By combining the 3 steps and partnering with you we make sure your financial independence is in your hands. So call us today to book a consultation to discuss your superannuation and retirement plans.

I’ve used Jeannie Anderson from MMA for a number of years, and her advice and service has always been second to none. I have happily referred a number of friends and clients to her, who have also praised her professionalism.

Andrew Wegener Aquila Property Investment
Andrew Wegener

My wife (Jenni) and I have been clients of Jeannie Anderson from Mayberry Meldrum & Anderson at Murwillumbah for a number of years. We were very dissatisfied with our previous accountants and were recommended to Jeannie by some friends. Jeannie, besides being very knowledgeable in all accountancy and taxation requirements, is also very friendly and approachable on any issue you may have with any financial problem. Everyone at Mayberry, Meldrum and Anderson are very friendly and helpfull and I have no hesitation in recommending them to anyone.

Rod Reddacliff 
Rod Reddacliff

Jeannie Anderson at MMA accountants is a pleasure to deal with. Her knowledge of business and tax is superb. Her bubbly personality and ability to listen and assist with a multitude of financial and accounting issues is truly refreshing. I thoroughly recommend her for any accounting needs.

Stephen Pollard Oasis Financial Planning
Stephen Pollard

Paul Mayberry has provided my business and family taxation/accounting advice for over 20 years. We moved to Queensland 10 years ago and used another firm for a short while, got into a bit of a mess, came back Mayberry Meldrum Anderson to sort out. I cannot recommend Paul and the team more highly.

Michael Illenberger 
Michael Illenberger

Professional staff that are not only efficient but are constantly searching for new ways to maximise returns and minimise obligations ethically and legally. Highly recommend Nick Moran for personal and complex business structures

Samuel Kelly 
Samuel Kelly

Phone 02 6672 4044
Monday to Friday 9am-5pm
315 Tweed Valley Way, Murwillumbah NSW
Email admin@mmaacc.com

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