Your super.

Your money.

Take control.

Our Self-Managed Superannuation Funds (SMSF) service provides you with relevant and up to date advice on the establishment of your fund and ongoing administration.

We guide you through the responsibilities of managing your retirement assets, ensuring that your fund is always compliant. Through the merging of our service areas, our teams work together, providing you with the complete financial planning and accounting services to best meet your Self-Managed Superannuation Fund  needs.

Our SMSF service provides you with the following:

  • Advice on the establishment of your fund and ongoing administration
  • Documentation of your funds investment strategy
  • Preparation of Financial Statements
  • Set up and running of an allocated pension
  • Audit of your SMSF
Senior Accountant

Kelvin Tu

Kelvin Tu is from Ho Chi Minh, Vietnam and joined Marcos Advisory in October 2017. He is a qualified member of Chartered Accountants and holds a Bachelor of Business Administration and a Masters in Accountancy form Western Sydney University. He provides taxation and accounting services, as well as advises on business structure and tax optimisation strategies. Kelvin’s 4 years of experience in accounting, along with his qualifications, enhances his ability to help our clients achieve their financial goals.

Why should you choose Marcos Advisory?

Industry experience

Exceptional results

Speed, agility & accessibility

Going above and beyond

Want to take control of your super?

Contact us to speak to one of our expert financial advisors.