Self-Managed Super Funds (SMSF)

W.W. Vick & Co. provides a comprehensive Self-Managed Super Fund (SMSF) service to ensure that your superannuation affairs are in the best possible position for compliance and smooth financial operation.

Our staff are experienced in all facets of SMSF and will provide support and advice for all your  needs to ensure your superannuation position is the most effective for growing and maintaining your wealth.

Our SMSF services include:

  • SMSF Advice
  • Establishment of SMSF
  • Estate planning strategies and advice
  • Pension strategies
  • Trust deed reviews
  • Preparation of Accounts: financial statements, member benefit statements, investment reports
  • Tax return preparation and lodgment
  • Meeting Minutes
  • Pension actuarial certificates
  • Audits by an approved independent auditor
  • Investment strategy compliance documentation and a review with a qualified investment manager

 

Peter Vlahopol (No.1242243) and Phillip Jones (No.1242983) trading as W.W. Vick & Co are Authorised Representatives of GPS Wealth Ltd | ABN 17 005 482 726 | AFSL 254 544 | Australian Credit License 254 544.
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The information contained on this webpage has been provided as general advice only. The contents have been prepared without taking account of your objectives, financial situation or needs. You should, before you make any decision regarding any information, strategies or products mentioned on this website, consult your own financial advisor to consider whether that is appropriate having regard to your own objectives, financial situation and needs. 
Whilst Peter Vlahopol and Phillip Jones are of the view the contents of this webpage is based on information which is believed to be reliable, its accuracy and completeness are not guaranteed and no warranty of accuracy or reliability is given or implied and no responsibility for any loss or damage arising in any way for any representation, act or omission is accepted by Peter Vlahopol and Phillip Jones or GPS Wealth Ltd or any officer, agent or employee of W.W. Vick & Co or GPS Wealth Ltd.