Having a Self-Managed Super Fund allows you to manage your superannuation the way you want

Wealthmall is an accredited SMSF specialist (Institute of Chartered Accountants Australia and New Zealand). We advise clients on their SMSF issues, including accounting, tax and other areas. For those for whom it is appropriate to have their own SMSF, we assist with:

  • • Establishment of SMSFs.
  • • Managing annual reporting.
  • • Complying with ATO requirements.
  • • Transition to Retirement, and Retirement Income Streams.
  • • Contributions advice and salary sacrifice.
  • • Rollovers into an SMSF.
  • • Lump sum withdrawals.
  • • Direct property transfers into an SMSF.
  • • Investment strategies for SMSFs.
  • • Investment property purchasing including Limited Recourse Borrowing Arrangements (LBRAs).
  • • Wind-up of SMSFs.