Self-Managed Superannuation Funds (SMSF) are an effective, yet highly regulated tool for retirement. In Australia the number of people taking control of their own Superannuation retirement savings is increasing at a substantial rate.

At MGI Joyce|Dickson we have a devoted Superannuation Division which has a wealth of experience and is able to assist you on your pathway to retirement.

MGI Canberra Super Pty Ltd is an authorised representative of Merit Wealth. We can provide advice and assistance with all operational aspects of running a Self Managed Superannuation Fund.

Our Services

  • Assistance with Fund Establishment
  • Meeting compliance obligations
  • Annual and quarterly ATO reporting
  • Fund establishment advice
  • Concessional and Non Concessional contributions
  • Pension commencement
  • Fund closure

How we can help

Full administration service

We look after all the administration relating to your fund.

Ongoing support

We will provide you with year round assistance to help manage any queries and interim reporting requirements.

Determine your super strategy

We will work with you to develop a superannuation strategy that suits your needs.

Build your super by implementing tax minimisation strategies

There are a number of tax-effective strategies designed to improve your super return. We will make sure you are taking advantage of these opportunities.

Specialists

Wayne Bolin

Partner

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Noelia Pinto

SMSF Senior Manager

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MGI Canberra Super Pty Ltd  (ASIC No. 1245116)  ABN 38 612 468 050  is a Corporate Authorised Representative of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361

Wayne Bolin (ASIC No. 1245115) is a Limited Authorised Representative of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361  |  FSG

Noelia Pinto (ASIC No. 418519) is a Limited Authorised Representative of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361  |  FSG

Lucy Boyd (ASIC No. 1270763) is a Limited Authorised Representative of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361  | FSG

Desmond Clear (ASIC No. 1250444) is a Limited Authorised Representative of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361  |

Lorin Joyce (ASIC No. 1271485) is a Limited Authorised Representative of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361  |

Jeffrey Brewer (ASIC No. 1271297) is a Limited Authorised Representative of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361  |

Website: www.meritwealth.com.au | Privacy Statement.

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.

Need another look at our services?

Read through the other services that we offer to see if any apply to you.