Latest news
Company Announcement
The Directors of M:Compass Pty Ltd have great pleasure in announcing that effective 22nd November 2010, M:Compass Pty Ltd will operate under its own Australian Financial Services License (AFSL 383416).
September Quarter 2010 – Australian Equity Commentary
Following the domestic reporting season, we have reviewed our preferred Australian Shares, and completed a detailed commentary which is attached for your reference.
Download PDFQuarterly Outlook and Market Update
Quarterly Outlook draws on the views and opinions of Australia’s leading funds management organisations, as well as the views of the Lonsec and M:compass Investment Committee.
Download PDFM:Compass Henry Tax Review
What are the key superannuation recommendations?
The main policy initiatives outlined by the Henry Tax Review relating to Superannuation were:
Increase in the Superannuation Guarantee from 9% to 12%
Announcement: SuperMate to be our new Administration/Compliance Software Program
We are pleased to announce that all compliance, financials & tax lodgments of our Self Managed Funds from 2009/2010 will be done on the newly released program called SuperMate, (supplied by Supercorp Australia Pty Ltd). Supercorp Australia is a specialised superannuation software company, which has provided superannuation fund administration software for over 20 years.
SMSF Residency and Ensuring your fund remains compliant
If you have a Self-Managed Superannuation Fund and spend considerable periods out of the country, it is important to ensure that your fund remains compliant. The attached article provides guidelines on what facts determine whether your fund remains compliant if you are out of the country regularly. Please contact the M:Compass team should you wish to discuss any strategies that may be able to be implemented if you are concerned about the residency status of your fund.
Download PDFAbout M:Compass:
The M:Compass Group is one of Victoria’s leading professional service providers in the Self Managed Superannuation Fund industry.
We’re proud of our firm’s strong and established reputation, a reputation that is built on integrity and objectivity.
Our dedicated team strives to deliver clear and practical advice to help our clients meet their objectives, either whilst accumulating wealth, or in retirement.