Let us take care of the details while you focus on the big picture — your retirement.

Superannuation comes with a host of options — and just as many questions. That’s why partnering with us can help you rest assured that your future plans are achievable.

Our first step is understanding your goals as well as your timeframe so that we can provide you with individualised, strategic advice. We specialise in self-managed superannuation funds (SMSF), and we can help make your retirement goals a reality.

Our Services

  • Self-Managed Superannuation Fund establishment
  • Assistance with rollovers to your SMSF
  • Meeting compliance (accounting, taxation and audit) obligations
  • SMSF consultancy and strategic advice
  • Transition to retirement strategies
  • Retirement and estate planning
  • Pension income streams
  • Comprehensive super-related administration

How we can help

Plan for retirement

Based on your goals and timeframe, we’ll help build the right team of advisors to support you.

Review ongoing performance

We can refer you to a trusted financial planner who can make recommendations based on your superannuation fund’s performance

Determine your super strategy

Get individualised advice to move you closer to your retirement goals.

Consider tax-effective strategies

Take advantage of opportunities to improve your super return through tax-effective strategies.

Specialists

Melissa Smith

Director

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Matthew Moy

Managing Director

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Elizaveta Lewis

Supervisor

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MGI Sydney SMSF Advisory Pty Ltd (ASIC No. 1247651) ABN 56 604 691 385 is a Corporate Authorised Representative of Balmedie Financial Pty Ltd ABN 81 159 803 415, Australian Financial Services Licence Number 434899

Melissa Smith (ASIC No. 1247652) is a Limited Authorised Representative of Balmedie Financial Pty Ltd ABN 81 159 803 415, Australian Financial Services Licence Number 434899.

Do you have the right superannuation strategy to achieve your retirement goals?

Book an obligation-free consultation today to review how your superannuation is performing and strategies you can adopt for improvement. Conditions apply.