Marcus Today Investment Strategists
SMSF Administration & Advice
We make self-managed super easy for our clients. We are the administration, accounting and mailing house for most of our SMSF clients, so they have the freedom to spend time with those who matter most.
SMSF Advisers
Pauline Hammer, Anna Garuccio, Amanda Brain, David Novotny and Shaun Gort are distinguished as reputable specialist SMSF Advisers within the financial services industry. All of our Strategy Advisers have achieved the highest possible level of education and experience required by the Self-Managed Super Fund Association for admission as Specialist Members of the SMSF Association.
SMSF Reporting
We provide comprehensive ongoing administration services to you through our internal administration system and software. You will have on line access 24/7 where you can view a simple portfolio valuation updated daily or many more comprehensive and detailed reports are at your fingertips.
SMSF Advice
If you choose to manage your own fund, it is important you understand the responsibilities placed upon you, the trustees of regulated funds today. We understand the complexities of the current and forever changing superannuation legislation and offer specialist advice and assistance in this area, carefully guiding you to a successful SMSF strategy.
MTIS Services
MTIS offer a wide range of services from Aged Care Advice, Investment & Portfolio Management and Accounting.
- Tax-effective strategies to maximise your defined benefit scheme.
- Maximising investment opportunities
- Setting up a self-managed super fund
- Protecting your family’s income and assets from the unexpected
- Transition-to-retirement strategies
- Assessing a potential redundancy
- Transferring to the state public service or private sector
- Passing your assets to your loved ones in the most tax effective manner.
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MTIS Blueprint Process
With extensive experience and our exclusive “Blueprint Process”, Marcus Today Investment Strategists are in a unique situation to understand your needs. One size rarely fits all and the importance of financial planning, your future should be as unique as you are. To identify and meet your own financial goals, you need an adviser who is able to listen to you, one who is a leading professional to design an individual strategy tailored around your own wealth dreams. We are a team of senior advisers and financial professionals focused on you, with specialist practitioners who work to deliver the best solution that fits your lifestyle.
Marcus Today Investment Strategists can help you understand your risk-tolerance levels; to translate and illustrate how risk can affect different strategies designed to achieve your objectives. Working through our unique Blueprint process, we want to ensure that your strategy is understood and suitable to you, your personal family goals.
We have significant experience in the advice and management of Defined Benefit across a variety of industries whether they be public servants or super members with corporate defined benefit plans.
Our expertise includes Commonwealth public sector super funds such as CSS, PSS, DFRDB, MSBS; Victorian public sector schemes – ESSS, New Scheme, Revised Scheme; NSW public sector schemes – SSS, SASS and First State.
We also help many private sector employees navigate the complexities of corporate defined benefit plans. If you’re a public servant or have a private sector defined benefit super account, we can help you.
Client Testimonials
I have been fortunate enough to be a client with Marcus Today Investment Strategists for the past 6 years. Pauline and the team (in particular Shaun) have supported, guided and provided very sound financial recommendations ensuring that I am maximising my investments and superannuation in line with my profile, goals and risk management strategy. Our twice yearly meetings allow me to fully understand my investment strategy and growth of my assets. I trust the team completely. I feel very comfortable that our long term planning is kept on track. This peace of mind is invaluable. MTIS staff are knowledgeable, professional, reliable and understanding. I could not speak more highly of them – working with MTIS is the best finncial decision I have made.
After becoming a little disillusioned with our previous Financial Advisors, my husband and I made the bold move (for us) to MTIS nearly five years ago and were so fortunate to team up with Anna and the MTIS family. The transfer of our Family Trust and Superannuation Fund records were seamless. Anna is a delight to deal with, as are Pauline, Marcus and their staff. Passion, knowledge and a genuine interest in achieving the best for clients is what makes a truly professional Financial Advisor and Anna has this and more. She puts a hugh amount of effort into client relations to the point of us feeling very much part of the family. The experts of MTIS and their attention to detail with which they have handled our finanical affairs cannot be faulted. Particularly reassuring to us is the feeling of certainity in the absolute integrity of their dealing with us. I would also like to mention Alex, who also provides us with outstanding support and service regarding our investments and is always only ever a phone call or quickly returned email away, which we really appreciate. Nothing is ever too much trouble for him. Anna and the team have every aspect of our Family Trust, Superannuation and Investment needs covered and we would have no hesitation in recommending their services.
I feel really fortunate to have you and all your able team helping me in such an important part of my life. It makes such a difference that I enjoy your company so much and all my interactions with you and David.
Fiona.
AFSL Licence holder: MTIS Private Wealth Pty Ltd ABN 73 603 371 955 | AFSL 473383
Marcus Today Investment Strategists ABN 66 603 432 60 | Corporate AR 1008962
Investment Strategists Pty Ltd ABN 51 079 970 960 | Corporate AR 252577
Marcus Today Education Pty Ltd ABN 46 622 900 001
Disclaimer
The information contained in this website is intended to be general in nature and is not personal financial product advice. This information does not take into account your needs, objectives, and financial situation allowing you to make an informed and appropriate financial decision. Before acting on any information, you should seek personal financial advice with regard to your needs and objectives prior to making an investment decision (including a decision about whether to acquire or continue to hold) a financial product. We cannot be held liable if you act on your own advice.
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