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Specialist SMSF Advisory Services

Welcome to MJ SMSF Solutions, the specialist SMSF advisory arm of the accounting business MJ Business Solutionswho provide specialist Self Managed Superannuation Fund services to a range of SMSF clients.

With the proposed changes to the Future of Financial Advice (FOFA) regime, Mitchell Neary CPA & James Hakim CPA of the proactive accounting firm MJ Business Solutions, decided that not only should their firm specialise in the growing industry of Self Managed Superannuation Funds, but also achieve have a high level of SMSF education and hold a proper authority to provide such specialised advice within the SMSF industry.

The proposed changes to FOFA are likely to result in the removal of the accountants exemption in providing advice in relation to self managed superannuation funds. Having already over 12 years experience in the field of SMSF's, Mitchell Neary CPA committed to numerous hours of training & education in the area of SMSF's so that his knowledge was at a specialist level.

Mitchell Neary CPA Authorised Representative number 314053 is an Authorised Representative of
SMSF Partners Pty Ltd ABN: 28 140 520 225, AFSL No: 345905 and has the knowledge & skill set to advise and deal in products including:

  • Superannuation including SMSF's
  • Deposit & Payment Products - Basic Deposits
  • Providing advice in Superannuation
  • Determining client requirements & expectations
  • Conducting research to support recommendations
  • Recording and implement client instructions
  • Supporting trustees in the selection and performance monitoring of outsourced services
  • Applying taxation requirements when advising in SMSF's
  • Applying legislative and operational requirements to advising in SMSF's

Thinking about an SMSF?

If you are considering setting up an SMSF, then you have come to the right place.  We not only provide advice in relation to the setting up and strategies within funds, but through our accounting arm MJ Business Solutions we are able to administer your fund to fulfil its tax & accounting compliance requirements.

Key Benefits of a SMSF

One of the key benefits of setting up a SMSF is that it gives you greater control over your superannuation.  This enables you to control your investment strategy and gives you greater responsibility with the way that money is invested.

With control of your investment strategy, this in turn gives you flexibility with your investment choices and asset selection, with the ability to invest in direct property using a limited recourse borrowing arrangement, or in direct shares & term deposits.

If you are looking to setup an SMSF or need experts who can provide both strategies and administer the compliance work of your fund, look no further than MJ SMSF Solutions!

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