Services

Self-managed Super Fund Services

Save for your retirement

Superannuation, or pension plan, is a way to save for your retirement. Superannuation money can come from a number of sources – employer super guarantee contributions, salary sacrifice or voluntary contributions.

Over the past 10 years a huge number of Australians have switched from Retail Funds to SMSFs.  SMSF stands for Self-Managed Super Fund and is one option which may help you take control of your retirement funds and potentially lower your fees.

MBC have specialised in SMSF, set up and strategy for more than 30 years. We can help you ascertain whether a SMSF is right for you but here are some key points to consider.

Take control

An SMSF involves being in charge of your own superannuation and making your own investment decisions. Having control means you can invest in a wide range of investments, however you must also consider that performance, whether good or bad, is the result of your decisions.

Benefits of an SMSF

  • Increased investment flexibility
  • Full fund self management and control
  • Greater security knowing where your money is
  • Ability to pool your funds with family members
  • Ability to keep your Pension and Accumulation funds all in one place
  • Make contributions of assets rather than cash (in specie contributions)
  • Potential to reduce fees and charges

Other considerations

  • Managing a fund can take a lot of time, effort and hard work
  • Strict legal duties and responsibilities
  • Establishing and maintaining your own investment strategy

Our comprehensive Superannuation Services include

  • Self Managed Superannuation Fund (SMSF) Establishments
  • Preparation of financial statements and annual returns for SMSFs
  • Administration of SMSFs
  • SMSF audits
  • SMSF Trust Deed Updates
  • Pension establishments
  • Contribution strategies
  • Rollovers
  • Tax effective strategies to minimise tax
  • Estate planning strategies
  • Preparation of Death Benefit Forms
  • Trustee Training and SMSF seminars

Meet the MBC team

When you’re passionate about what you do, you need people who are passionate about what we do.

Our Team

Looking for ACCOUNTING, BOOKKEEPING and FINANCE SOLUTIONS for your business?

Contact Us Now

Donna Carlson

MBC's book-keeping services are nothing short of wonderful for me and my small business. They are always timely, attentive to detail and to my individual needs. Have been fabulous for payroll, keeping track of tax and all aspects of money management. Would highly recommend for any business owner or sole trader needing their financials managed to a fantastic standard!

Richard Cummins

MBC provide an excellent book-keeping service to an overseas client of ours that has a significant investment in Australian agriculture. The service allows us to focus on financial management, profit and decision making, confident the important book-keeping and taxation function is in competent and safe hands. The service is delivered by Fiona and her team, on time and with care, and is an essential component of the overall management service we provide to our client. I highly recommend it to anyone in business

Chad Rapsey

The team at MBC Group Services are fantastic. Great to work with. Always looking for options to add value and service is very professional. I would highly recommend.

Sonia Battye

Working with the team at MBC has been a fantastic experience. The team are highly professional and engaged. They bring new and inspiring ideas to the table, creating amazing results!

Alicia Hendy

Director - Hendy HR

MBC is a progressive financial services company with a big vision and with kind and capable employees. It's been a pleasure working with Ben and Simon and the team. I'd personally recommend their services to any of my clients.

Lindsay and Liz Ausling

MBC have been our Accountants and Book keeping service for around 5 years. The staff are amazing, always go above and beyond to answer our questions and action anything we send their way. We have absolutely no problem recommending MBC for any accounting or book keeping.

Jeremy Frew

MBC provide very strong service to their customers, including us. Working with them for 6 years, since I commenced my current role has been exceptional. Provide a good balance of both tax and commercial accounting advice, quick and accurate monthly reports and much more. Thanks Ben, Simon and the Team.

Mark Coleman

Director, Colemans Equipment Pty Ltd

Our Company, Colemans Equipment Pty Ltd, has been working with MBC for the past 6 + years. Since working very closely with Ben Wright and his team we have benefited greatly from their dedicated service and knowledge of the vast business world in which we all work and navigate. From the time we started working with the MBC team we have built a better understanding of not only the accounting practice needed to run a small to medium-sized business, but also working on goal setting and planning for our business, and how to run the business with more confidence.

Kathy McRae

MBC takes the stress out of bookkeeping

MBC Bookkeeping has taken away the stress and panic of BAS due dates and I can now use those days doing much more enjoyable activities. Any queries are handled by phone and email and I can now just deliver the relevant material when it’s ready. I feel so relieved. Everything is handled appropriately and privately and without issue. If you have the time, skill, energy and love doing your own bookkeeping then keep doing it – if not MBC provides an excellent service with NO stress.