Meridian Financial Group

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Overview
Retirement Planning
Superannuation
Self-Managed Super Funds
Tax Minimisation
Insurance Solutions
Managed Funds
Structured Products
Banking
Budgeting
Separately Managed Accounts
Debt Strategies

 

Self-managed super funds (SMSFs) are now the largest and fastest growing segment of the super industry. Being in control of your super can often look like an appealing idea. We can help you address the following 6 issues which ASIC deem crucial to setting up a SMSF:

1  Consider your options and seek professional advice.

2  Ensure you have sufficient assets, time and skills to manage your own fund.

3  Follow the super and tax laws and understand the risks.

4  Tailor your trust deed and investment strategy to suit the members of your fund.

5  Be sure you can meet your record keeping and reporting obligations.

6  Make sure you understand your annual auditing obligations.

We follow through with implementation and ongoing administrative support.

 
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Meridian Financial Group is an authorised representative of AMP Financial Planning Pty Limited
ABN 89 051 208 327 AFS License No. 232706