Self-Managed Super Funds: Take Control of Your Retirement with MDB

Are you looking for a way to achieve financial independence and retire early? Do you want to have more flexibility and control over your superannuation? If so, you might want to consider setting up a self-managed super fund (SMSF) with the help of MDB Taxation and Business Advisors.

An SMSF is a type of super fund that you manage yourself, rather than relying on a professional fund manager. This gives you the freedom to choose how and where to invest your money, as well as the ability to take advantage of the tax benefits of super.

However, managing an SMSF is not a simple task. It requires a lot of knowledge, skills, and time. You also need to comply with the rules and regulations set by the Australian Taxation Office (ATO), which include having your fund audited every year by an external auditor.

That’s where MDB comes in. We are a team of expert Australian tax agents and accountants who specialise in SMSFs. We can help you with every aspect of your SMSF, from setting it up to running it smoothly and efficiently. We can also provide you with tailored advice on tax planning, investment strategies, and retirement planning, to help you maximise your wealth and achieve your financial goals.

How MDB Can Help You with Your SMSF

At MDB, we offer a range of SMSF services, including:

  • Registration of your TFN and ABN
  • Assistance in selecting a trustee
  • Tax compliance and accounting
  • Administration, reporting, and audit
  • Technical support and guidance
  • Compliance with ATO rules and regulations
  • Advice on tax consequences and pensions
  • Assistance with borrowing from super funds
  • Tax minimisation strategies

We also work closely with our network of financial planners, who can help you create a comprehensive financial plan that suits your needs and goals. Whether you want to grow your wealth, protect your assets, or plan for your retirement, we can help you find the best solutions for your situation.

Book an appointment with us today!

Why Choose MDB for Your SMSF

MDB is more than just a tax and accounting firm. We are your trusted partners in wealth creation. We have the experience, expertise, and passion to help you succeed with your SMSF. Here are some of the reasons why you should choose us

  • We are SMSF specialists. We have extensive knowledge and experience in SMSFs, and we stay up to date with the latest changes and developments in the industry.
  • We are client-focused. We listen to your needs and goals, and we tailor our services accordingly. We also communicate with you regularly and clearly, so you always know what’s going on with your fund.
  • We are proactive. We don’t just do the minimum required by law. We go above and beyond to help you optimise your SMSF performance and outcomes. We also anticipate potential issues and risks, and help you avoid them.
  • We are affordable. We offer competitive fees for our SMSF services, without compromising on quality or professionalism. We also provide transparent quotes and invoices, so you know exactly what you’re paying for.

If you’re ready to take control of your retirement with an SMSF, contact MDB today. We’ll be happy to discuss your options and answer any questions you may have. Together, we can make your financial dreams come true.