Self-Managed Superannuation

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.

Services provided by the Sinclair Wilson Superannuation team includes:

  • 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.

Meet the Self-Managed Superannuation team

   

Click here to Contact Us to arrange an appointment.