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Here’s how we can help you:
Once we have ascertained that a SMSF is the right vehicle to achieve you retirement goals, we can advise you on the correct structure and help you establish a SMSF that will suit your needs today and will continue to be suitable to your needs in the future.
Every SMSF requires an Investment Strategy and must stick to the strategy to ensure it remains compliant. Rather than implement a nonsense strategy that meets the compliance requirements only, Merideon will help you develop and implement a well researched strategy that meets the needs of the fund and it's members and helps limit the risks to the fund over the long term. We will then help you review, adapt and manage the strategy or we can work with your current investment advisers to achieve this.
Running a SMSF can become a second job for trustees - with compliance requirements, investment administration, dividend statements and corporate actions being just a few duties. Merideon has a range of administration and compliance services available to take the hassle out of running your fund so you can concentrate on the more important issues.
Today much of people's wealth is held within their superannuation and therefore will become a major part of their estate planning. Unfortunately, many people fail to realise that superannuation is not governed by their Will and do not take appropriate steps to ensure this large portion of their wealth is distributed correctly. An SMSF is one of the best estate planning tools if used effectively. Merideon can help you develop and implement a suitable SMSF Will that works in conjunction with your other estate plans to help ensure your wishes are fulfilled.
since the changes to the Superannuation law in 2007, SMSF borrowing has become a hot topic. Merideon can help you through this complex maze to determine if SMSF borrowing is suitable, how to structure correctly, help you implement and manage the process. We have helped people borrow in their SMSF to buy investment properties and helped business owners free up cashflow for the business by selling their commercial property to their SMSF. Whatever your goals our expertise can help.
Holding insurance in a Self Managed Super Fund for the benefit of its members is a great way to ensure members are protected if they are unable to reach their retirement safely. A SMSF has many options from owning Life, Disability and Income Protection insurance policies for its members to setting up Insurance Reserves to self insure members who may not be able to get insurance through the normal providers. Our advisers can develop a suitable protection plan for your members.
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Mark listens to what you have to say, thinks about what you have said/asked and gives rational, considered advice. He does not dismiss any concerns or queries. We are very happy with the advice he has given us recently on the purchase of property into our SMSF, saving us many tens of thousands of dollars with his knowledge of the process which needed to be undertaken.
G & K Noske – Halls Head Dental Group
Mark has worked with BM&Y clients and produced desired outcomes by understanding their needs. In our dealings with Mark, he has demonstrated a high level of professionalism, integrity and willingness to work as a team.
Karan Mehta – CPA, FFIN, AFF (ICAA)
"Since seeking Merideon's advice, we finally feel in control of our personal and business finances. They have identified areas of improvement and helped us to implement changes that have had a major impact on our financial future. We now feel that we are on the right track to having a more comfortable retirement."
R & D Miller – PSI Audio
HOW DO YOUR FINANCES RATE? TRY A QUICK WEALTH CHECK
23 October 2018
01 October 2018