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.

FREE CONSULTATION REQUEST

Fill in the form below, send us as much or as little information as you like and we will contact you to explain our services

*Submit this form to find out what we can do for you
NO OBLIGATION