At WMS we have a dedicated SMSF team to service your investment and compliance needs. Our team includes SPAA accredited specialists who can navigate the myriad of rules and reporting requirements.
Our audit practices adopt the highest of industry standards to ensure you always have an accurate of your retirement nest egg. Our software enables direct data feeds from other financial advisors and banks etc which assists us in streamlining procedures.
Our fully qualified team members can assist you as trustees in documenting a specific investment strategy appropriate for you.
There are always planning opportunities within the superannuation legislation. Some examples include the most tax effective method of contributing funds into your SMSF, splitting your fund and gearing via compliant warrants with bare trust arrangements.