Self-Managed Superannuation Fund services
South-West Victoria and South-West South Australia’s own Self-Managed Superannuation Fund specialists. Strategically based in Warrnambool and traveling to you in Camperdown, Colac, Hamilton, Mount Gambier and Timboon
Are you frustrated by having your future in the hands of people you have never met? You should talk to Sinclair Wilson about a Self-Managed Superannuation Fund (SMSF). Our advice and expertise makes it an easy process. You deserve to know where your money is and how it is invested. Superannuation is one of your most valuable assets, you should be in control of it, and you can be.
We bring structure, insight and long-term thinking to your SMSF journey, so you can focus on what your future looks like, not just the paperwork.
Sinclair Wilson operates one of the South-West Victoria’s largest superannuation practices and has qualified specialists in the field, servicing our main offices in Camperdown, Colac, Hamilton, Mount Gambier and Warrnambool, and also working across our satellite offices in Mortlake, Port Fairy, Terang and Timboon.
The Firm has operated Self-Managed Superannuation Funds since 1978 and currently provides advice to over 900 clients.
Services provided by the Sinclair Wilson Self-Managed Superannuation Fund Team include:
- Strategic tax planning advice
- Preparation of annual financial statements and tax returns
- Comprehensive member reporting
- Payment of Benefits, Pensions, or Lump Sums
- Guidance to Trustee(s) in Operating the Fund
- Investment Performance Reporting
- Tax-Effective Structuring
- Advice on SMSF strategies, including Private Unit Trusts