ML financial solutions

Services

ML Financial Solutions adopts a holistic approach to finance where all decisions are made with reference to every area of your overall financial strategy. This allows for the implementation of optimum investment, retirement, estate planning and tax minimisation strategies across the board. Each of the services we offer can be provided individually, or in combination to best suit your individual needs. As many of our service areas are fundamentally linked and crossover one another, building strategies designed to work together across multiple areas is key to maximising benefits and taking advantage of available opportunities for savings and growth.

Self-Managed Super Funds

ML Financial Solutions specialises in proving a full range of services to self-managed super funds, from helping you decide whether a SMSF is a suitable component for your retirement planning strategy, to recommending investments, reporting, managing the administration and ensuring the fund meets all the statutory compliance obligations. We allow you to access all the benefits of a SMSF in a way optimised and aligned to your needs.

Financial Planning

Establishing and maintaining your financial wellbeing begins here. This is where we’ll help you set goals and devise a strategy to achieve those goals. A good investment plan ensures you make sound initial choices and this becomes your reference point when making future investment and other finance related decisions.

Investment Advice & Management

Covering property, shares, managed funds and superannuation – we advise on all aspects of investing to ensure your investment portfolio is well positioned to meet your goals.

Accounting & Tax Advice

We provide monthly and annual accounting services for businesses and individuals. This includes the preparation of management accounts and reports, the preparation of Business Activity Statements (BAS) and the preparation and submission of tax returns. We provide advice on all taxation issues, prepare end-of-year reports and conduct assessments of corporate structures, including recommendations for change and growth.

Estate Planning

Property, cash, shares, trusts, superannuation – including SMSFs – all form part of your estate after your death. We’ll help you plan the distribution of your estate, including setting up any trusts required, to tax effectively pass on your assets to your loved ones.

Personal Insurances

Providing financial security for you and your family in the event that unforeseen circumstances interrupt – either temporarily or permanently – your ability to earn an income. We can advise you on the various insurance options available, and the most tax efficient way to implement them. Some of the applicable insurances include: life, total and permanent disability, trauma or crisis, income protection, insurance within super and business insurance.

For all your financial planning, tax and accounting requirements » contact us today.