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.
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.
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.
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 offer a wide range of services from Aged Care Advice, Investment & Portfolio Management and Accounting.