Brisbane wealth management integration business, Wealth Management Matters, Brisbane, are integrated financial planning partners for accountants, so accounting firms can operate as financial planners in Brisbane.

Self Managed Super Funds & Superannuation

Self managed super funds (SMSF) are similar to other super funds as they are designed to help you build your super savings so you can have the lifestyle you want in retirement. However, with a self-managed super fund (SMSF), you’re in charge.

That’s right. Take control of your superannuation with a self-managed super fund (SMSF) – you make the investment decisions for the fund and you’re responsible for complying with the super and tax laws. It’s a major financial decision and our WCA team of qualified, licensed professionals that can help you with this.

Your superannuation plays a key role in your retirement plan, so at WCA, we make sure you have the most effective plan in place to ensure every dollar works for you. You work hard – so you deserve a superannuation plan that will assist you in achieving your life goals and provide you with the tools you need to live comfortably in your retirement years.

WCA can help with the increasingly complex area of self-managed super funds, guiding you through establishment, effective investment strategy and fund compliance, and providing annual reports and audits to keep you on track.

WCA can also assist with your business and staff superannuation requirements – from single-staff start-ups to large multi-nationals, we have the tools, knowledge and know-how to remove the super administration and compliance burden, ensuring you meet your staff superannuation obligations and minimise your costs.

WCA superannuation services include business, corporate and individual planning, compliance and auditing of superannuation funds, managing superannuation legislation changes, establishing and maintaining self-managed superannuation funds.

Self-managed super funds (SMSF) need to be set up properly to be eligible for the appropriate tax concessions, to receive contributions and to ensure it’s easy for your to administer.

To set up a Self Managed Super Fund (SMSF) you need to…

WCA strongly align our tax solutions and minimisation strategies to help you achieve ongoing sustainable financial growth.

Thinking about self managed super?

Let us help you.

Contact WCA for a confidential and obligation-free consultation.