We provide all of the following:
- Structural advice
- Portfolio tracking and accounting
- Taxation and compliance
- Audit and assurance
- Estate and succession planning directions
MRL provides a complete suite of services to self-managed superannuation clients and trustees including accounting, tax, compliance and audit.
Wealth can be held in all forms of structures including companies and trusts and in philanthropic forms such as charitable foundations. MRL innovates and adapts its services to your circumstances and strategic imperatives.
No investment licence
MRL Group cannot directly manage your wealth or give you specific investment advice. MRL Group has strategically chosen to not hold or pursue an investment licence.
We prefer to manage your structure, to ensure it complies with the law and is an optimal component of your financial affairs. We will provide you with an independent review of your wealth management structure and planning effectiveness.
We do not sell any investment products, place any funds and do not operate a trust account.