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superannuation

The McLean Delmo Superannuation division has been providing specialist superannuation advice to clients, members and trustees of Self Managed Superannuation Funds for over twenty years.

McLean Delmo can provide Superannuation Advice on all aspects of superannuation, particularly specialising in establishing and maintaining your own Self Managed Superannuation Fund.

In order to fully maximise benefits for our clients, it is essential that they receive reliable, up to date specialist Superannuation Advice.  McLean Delmo's range of comprehensive services include:

  • Fund establishment
  • Assistance with Rollovers/Transfers
  • Superannuation Advice and assistance to ensure compliance with the Superannuation Industry (Supervision) Act 1993 
  • Complete administration of your Superannuation or Pension Fund
  • Maintenance of portfolio records
  • Australian Tax Office (ATO) responsibilities
  • Financial and Compliance Audit Obligations