Your Ballarat SMSF specialists

Self-managed superannuation funds (SMSFs) continue to grow in popularity due to the investment options and flexibility they can offer. If you’re considering going down the path of an SMSF but don’t know where to start, Mulcahy & Co offers all-inclusive Ballarat SMSF packages, advice and support.

Did you know that at 31st December, 2009, there was $1.23 trillion invested in superannuation and almost one third, $384 billion, of these retirement savings was held in SMSFs? SMSFs now represent the largest slice of the superannuation industry.

At Mulcahy & Co, we offer comprehensive Ballarat SMSF packages, tailored to your personal needs. Whether you are a business owner, farmer, wage earner, a retiree or planning for retirement, we can show you how a SMSF can be used to help you achieve investment goals with lower fees and more investment options.

Our financial planners and financial advisers provide you with the following Ballarat SMSF advice and support:

  • Financial planning advice including investments and planning
  • Administration and management of the fund’s paperwork and SMSF compliance requirements
  • Access to proactive advice from our four divisions
  • Did you know a SMSF can borrow money to make investments? We can provide you with an analysis to show you how this can work from a cashflow and tax point of view