MKS specialises in providing high quality service and advice in the areas of:
Wealth creation strategies & Taxation Planning
Including analysis of appropriate entities through which to build your wealth.
Tax effective investment strategies
Including gearing options.
Based on the research and recommendations of our Investment Committee, we can establish a portfolio of investments to suit your particular circumstances and provide ongoing service as required.
Including entity structures and term insurance.
Including advice in relation to industry superannuation funds, employer funds, retail superannuation funds and self managed superannuation funds.
Self Managed Superannuation Funds
MKS can assist with the establishment of your own Fund, the development and implementation of an Investment Strategy and ensuring that the Fund meets its annual compliance requirements (including the completion of the statutory accounts and Annual Return). We offer a comprehensive Self Managed Superannuation administration and/or investment service that can be tailored around the individual needs of the Fund’s Trustees and Members.
Pre and post retirement planning
Including assistance in relation to the commencement of superannuation pensions.
Social security payments
Including what your entitlements are and whether you qualify for an Australian Government Age Pension.
Estate planning and wealth transfer to the next generation