Sinclair Wilson, Accountants & Advisors, Warrnambool & Regional Australia

Sinclair Wilson | Self-Managed Super Funds

The key to a secure future

Sinclair Wilson operates one of the Greater Green Triangle’s largest superannuation practices and has qualified specialists in the field, thus offering advanced knowledge and enhanced security. The firm has operated superannuation funds since 1978 and currently helps its clients administer more than 400 self-managed super funds worth more than $200 million. Contact the experienced team at Sinclair Wilson to see how we can help provide you with a key to secure your future.

More information:

Control your own destiny

Portability, consolidation & accessibility

Providing benefits for life

Expert advice & service

Operating your own Superannuation Fund

How to set up your Self-Managed fund

It's also important to consider

Services provided by Sinclair Wilson include:

Reconcile and prepare Financial Statements
Capital gains calculations
Investment performance report
Minutes and supporting documents
Guidance to trustee/s in operating the fund
Ensuring the fund complies with all operating standards
Advice on investment strategies
Comprehensive member reporting
Correspondence about legislative changes and retirement issues

Liaison with the Australian Taxation Office
Income Tax Returns
Roll-ins to the Fund
Payment of benefits, pensions or lump sums
Reporting to the Australian Taxation Office
Member Contributions Statements lodging and co-contribution claims
Insurance cover information
Tax-effective structuring for your affairs

Click here to download our informative brochures.

Benefits for life - You should receive a total of 5 pages if downloading and printing this document.
The key to a secure future - You should receive a total of 2 pages if downloading and printing this document.
Meet the Superannuation specialist team or contact us.

Liability limited by a scheme approved under professional standards legislation.