Self-Managed Superannuation Funds

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.

Sinclair Wilson operates one of the South-West Victoria’s largest superannuation practices and has qualified specialists in the field, offering advanced knowledge and enhanced security. As well as our main offices in Camperdown, Colac, Hamilton, Mount Gambier and Warrnambool, our Financial Advisors also work across our satellite offices in Casterton, Mortlake, Port Fairy, Terang and Timboon.

The Firm has operated Self-Managed Superannuation Funds since 1978 and currently helps its clients administer more than 1000 Funds worth more than $900 million. Contact our 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 Self-Managed Superannuation Fund Team 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¬†SMSF strategies, Including¬†LRBA and Investment Options
  • 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.

We also provide Tax Planning services aimed at minimising personal and business taxation.

Fund Management

A SMSF (Self-Managed Superannuation Fund) can be one of the most effective vehicles for wealth creation. Not only does a SMSF put you in control of how your mandatory super contributions are invested, it can also unlock a suite of Tax Planning options. These range from the simple, such as concessional (before tax) contributions from...
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Tax Strategy

There are many benefits to having a Self-Managed Super Fund (SMSF). The ability for trustees to invest mandatory super contributions as they see fit, proactively grow wealth, and support themselves in a comfortable retirement are chief amongst them. However, thanks to their status as separate legal entities and their unique taxation arrangements, Self-Managed Super Funds...
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Super Strategy

A Self-Managed Superranuation Fund (SMSF) is a highly effective financial tool, and with careful planning and implementation, can be leveraged for Tax Planning and Wealth Creation. For many, it also represents the bulk of their retirement saving and is the key to their comfort and quality of life in retirement. As such, it is important...
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