Assets held in Self Managed Superannuation Funds (SMSFs) have hit the $330 billion mark and continue to grow. With tax free income after age 60, sophisticated investors are demanding greater control, flexibility, transparency and cost effectiveness for their retirement benefits.

Our Mardell Financial Centre Family Superannuation Fund Service enables you to confidently control your own Superannuation Fund and comply with the Australian Tax Office's regulatory requirements.

Our full service is outlined in our Family Superannuation Fund brochure, however as a summary our service includes: -

• Initial structure advice as to whether a Family Superannuation Fund would suit your circumstances.
• Establishment of your Simpler Super Trust Deed through SMSF Strategies
• Ongoing Accounting aadministration of the Fund.
• Regulatory reporting to government authorities.
• Investment strategies, reviews and reports.
• Portfolio Administration using ASP Solutions 
• Annual review of investment strategy to benchmarks
• Estate Planning services utilising Self Managed Superannuation Fund (SMSF) Wills

New

• Borrowing Strategies for the purchase of investment properties, shares or business real property through your Family Superannuation Fund
• Estate Planning with certainty by utilising an SMSF Wills

Click here to DOWNLOAD our Family Superannuation Fund brochure

Please call David Mardell (Family Superannuation Adviser) on 07 3363 1200 or email David at david@mardell.com.au to make an appointment.

Our Business Service Package provides businesses access to a team of advisers and support staff who can advise on all areas of your business.

Our business growth process involves:

1. Initial discussions with directors by the Mardell Financial Centre Business Development Manager
2. Introduction to your team of advisers - Chartered Accountants, Financial Adviser and Finance Manager
3. Business Health evaluation
4. Presentation of results
5. Recommendations and discussions for improvement
6. Presentation of "Your" Business Service package
7. Ongoing financial advice and dedicated support

Accounting

• Financial Statement Preparation
• Evaluating business performance and efficiencies
• Setting up new or improved business structures
• Preparing and monitoring cash flows and budgets
• Preparing Applications for finance or re-financing
• Monthly, Quarterly or Half-Yearly reports on results
• Regular Management advisory meetings
• Financial Benchmarking to your industry
• Company secretarial services
• ASIC annual returns
• Advice on purchasing business's
• Feasability  and duediligence studies on investment transactions
• Business Valuations

Financial Advice

• Business Real Property restructuring through a Family Superannuation Fund
• Corporate Superannuation
• Key person insurance
• Investment advice
• Pre Retirement, Retirement and Estate Planning Strategies
• Business succession planning
• Salary sacrifice

Corporate Finance

• Commercial Finance applications
• Refinancing Leasing Asset finance

If you would like to discuss how we can assist you further please call David Mardell on 07 3363 1200 or email David at david@mardell.com.au

Individual clients are able to have access to a team of advisers and support staff who can advise on all areas of taxation, finance, wealth creation, negative gearing and mortgage finance Accounting and Taxation Taxation advice and annual tax returns Family Superannuation Funds Borrowing for investments Rental property analysis Redundancy and job change Salary sacrifice Personal superannuation

Financial Advice

• Compliance and administration services for Family Superannuation Funds
• Investment portfolio construction Direct share portfolios
• Personal income protection, trauma and life insurance
• Borrowing money for investments
• Pre Retirement and Retirement planning - Accounts Based Pensions/super rollover advice
• Estate Planning Advice
• Income streams/annuities
• Debt reduction solutions

Finance Broking

• Access to over 30 lenders
• Finance for the purchase of your new home
• Investment property finance
• Refinancing solutions
• Renovation and construction finance
• Land finance Asset and motor vehicle finance (work related use)   

Please call 07 3363 1200 to make a time to see one of our advisers or email admin@mardell.com.au

• Compliance and administration services for self managed superannuation
• Investment portfolio management  for investment and direct share share portfolios through ASP Solutions
• Retirement planning - Accounts based pensions/Term Allocated Pensions/Transition to Retirement Strategies
• Debt reduction solutions
• Construction and review of direct share portfolios and investment advice.
• Family Superannuation Funds advice and strategies
• Estate Planning services including life insurance including income protection, Total and pemanent Disabilty and Trauma Insurance.

Call David Mardell on 07 3363 1200 or email david@mardell.com.au

• Access to over 30 lenders
• Finance for the purchase of your new home
• Investment property finance
• Refinancing solutions
• Renovation and construction finance
• Land finance,  Asset and motor vehicle finance (work related use)

 For a no obligation mortgage comparison please call Jon Mardell on 0403 475 957 or email Jon at jon@mardell.com.au

    Bob Mardell Chartered Accountants

    Financial Advice