Self Managed Superannuation Fund (SMSF)

The team at Wardle Partners and their financial planning division, Compass Financial Solutions, are Self Managed Superannuation Funds (SMSF) experts who can assist in establishing a superannuation fund that will effectively enable you to reach your financial retirement goals.

Self managed superannuation is a means of saving for retirement. It enables you to control your investment strategy, reduce tax while obtaining tax benefits, and control administration costs.

TAX TIP: Did you know that your life insurance premiums are tax deductible if structured within your superannuation fund? Contact Compass Financial Solutions to ensure your insurances are structured tax effectively.

 

Retail Superannuation

If self managed superannuation is not suitable to your circumstances Compass Financial Solutions provide a full suite of retail superannuation advisory, consolidation, review and management services. Using their specialised Portfolio Management tools and methods your superannuation investment portfolio and strategy is effectively managed.

 

Self Managed Superannuation

Wardle Partners are specialists in self-managed superannuation advice and administration.

Self managed superannuation is a means of saving for retirement. It enables you to control your investment strategy, reduce tax while obtaining tax benefits, and control administration costs.

There are now some 422,000 SMSFs in Australia compared with about 194,000 in 1999. And there are now more than 800,000 members of SMSFs. The funds invested total $400 billion and represent 31.8 per cent of all superannuation monies. It is estimated that SMSFs have been growing at a compounded rate of 20 per cent a year since 1999. As at March 2010, the average SMSF balance was $947,000 and the average SMSF member balance $496,000.

 

Services we provide:

  • Establishing self-managed superannuation funds
  • Completing information for the Insurance and Superannuation Commissions
  • Annual accounts and tax return preparation and lodgement
  • Superannuation audits
  • Advice on compliance matters
  • Advice on taxation benefits
  • Advice on employer obligations

 

Self-managed superannuation funds can now borrow money in certain circumstances to acquire property investments. Compass Financial Solutions provides personalised advice in this regard to ensure the investment structure is appropriate to your means and objectives, and is compliant with the relevant regulations.

You can be confident you are dealing with experts in this field so do not hesitate to Contact us to discuss your self managed superannuation requirements.

 

Self Managed Superannuation Advice

Ranging from simple to complex Self Managed Superannuation Funds (SMSF) setups and arrangements, Wardle Partners take great pride in the quality of the SMSF services provided.

Wardle Partners clients are not impacted by the new 1 July 2016 SMSF advice laws that stop Accountants giving certain SMSF advice. Advice that now can’t be given by an accountant will continue to be provided in our office by the team of qualified planners at Compass Financial Solutions.

You can be confident you are dealing with experts in this field.

Contact Us now on (07) 5492 0300 to discuss your self managed superannuation requirements. 

See what our current clients are saying about us

Our success is driven by great results for our clients. Helping clients succeed is why we do what we do.

 

“We have enjoyed being a client of Wardle Partners for almost 30 years. They are efficient, courteous and highly professional. We know we are in safe hands.””

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RJ & MM IRWIN
Tecstaff Pty Ltd

“We have been happy with everything they do for us, including income tax returns, tax planning, sale of business, company secretarial, advice and assistance with our SMSF.”

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NIGEL & PATRICIA DOWLING

“Our accountant has been most helpful and informative, keeping us up to date with our accounts, responding very efficiently with any queries….

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STEVEN HOLROYD &
BRENDA POPPS

“If you need an accounting firm that genuinely has your interests at heart, which will work with you to reach the the best outcome possible”

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BRETT SENIOR

“I have been a client of Wardle Partners for several years now.  Despite my needs being small in scale, I have always received prompt,” 

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CHRIS & MARY DICKINSON

“We have always received professional, quality and prompt service.. They have assisted us with our personal and Trust accounting and income tax returns, together with compliance with corporate secretarial matters.” 

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GEOFF & JULIE FLINT

“Their communication is personal and responsive, their advice is welcomed, and their professionalism as an accountancy firm has always made me comfortable.” 

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MATT TRAYNOR 

“They take care of Tax matters for several Companies we are involved in and have always gone the extra mile for us.” 

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IAN & KAY FLEISCHFESSER 

“The staff are competent, professional, very approachable and friendly. We have valued their customer-focused service when handling our tax.”

CARMEL & LARRY DUFFY

“Wardle Partners have been our organisations Auditors for quite a few years… The level of communication and delivery is always timely and their willingness to assist us in improving…” 

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PETER BROWN
Lions Organisation, District Treasurer

“A thoroughly professional team who treat clients like friends, not ‘numbers’.”

SONDRA LEE GRAINGER

“From our very first meeting, Mark was so knowledgeable in his explanations and professional is sorting our transition to Wardle Partners.  We haven’t looked back.” 

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KEN & LEESA HOOLIHAN

“Your professionalism and understanding with all aspects of our business has truly been helpful.”

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JAMIE & JULIE FLEISCHFRESSER
King Truss

“Advice has been clear, concise and pragmatic, relating to both business and personal taxation whilst resident in both Australia and overseas.”

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CHRIS & CONNIE GADD

“We approached Wardle Partners for assistance with setting up our small business. It was our first time at doing anything of this nature and we were amazed by the guidance and support we received.”

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LUKE & SHARNAH CARTER

“We love their approach and respect the professional service “

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LEANNE LAYFIELD
Caloundra Chamber of Commerce & Industry Inc

“Wardle Partners take all the worry out of looking after the financial side of my practice, allowing me time to concentrate on the things I enjoy doing.“

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DR ANDREW FOSTER

“My association with Wardle Partners has been of the highest standard, for many years. Business or queries are attended to promptly & efficiently.”  

DEL DAVIS

“For over 10 years Wardle Partners has been our trusted adviser for both our business and personal finances and taxation. They helped us grow our business and were there for us when it was time to sell…“

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TRICIA & PETER BULL

“I have been using Wardle Partners for a long time now … and am completely satisfied with their attitudes and service standards and relevant costs.“

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KEITH LUMB
Sarjill Pty Ltd

“Wardle Partners are professional, friendly and always ready to go the extra mile.“

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DAVID & JANELLE COLLIN

“We have had complete peace of mind knowing that we have been given ongoing sound financial advice and guidance.“

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JULIE & SCOTT BRADLEY
Jakeda Fencing

“Wardle partners have looked after all of our accounting and business needs for over 20 years and have always been wonderful to work with. Great advice and service delivered professionally and very importantly in a friendly down to earth way“

JAMES & ALICE GENN

Images are for visual purposes only and are not of the actual person.

Wardle Partners team use some of the following Software Systems:

​Wardle Partners team use some of the following Software Systems:

 

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