Self-Managed Superannuation Funds.

Whether you currently have a SMSF, or you are looking to start your own SMSF, we are able to assist and guide you with your needs.

WVB views superannuation as a valuable tool in creating wealth and, with a number of tax benefits available, SMSF’s are a great way to take advantage of these benefits while also maintaining control over your investments and watching your money grow.

Our range of services in relation to SMSF’s includes the following:

  • Preparation of the annual financial statements and income tax return
  • Preparation of member statements
  • Facilitate the audit of the fund
  • Preparation of actuarial certificates when required
  • Ability to manage the fund’s portfolio administration and act as the mailing house for all correspondence
  • Advice regarding allowable pension payments
  • Establishment of the SMSF

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