Financial Planning Ipswich

Getting your financial future on course

It’s time to map out your future

Working with a trusted adviser who can map out a plan and help you stay on course can make such a difference to your financial future. And the sooner you reach out, the sooner you’ll be able to achieve peace of mind.

To make this more accessible for you, Wiseman has partnered with Elston Private Wealth. Elston works collaboratively with us to ensure their advice dovetails with the structures and plans we’ve already put in place for you.

Their advisers are highly credentialed and experienced in specialised areas such as business succession, insurance, family law, SMSFs and philanthropy. Elston also has an investment team that can help you to structure your investments tax effectively and ensure you have a diversified, and actively managed portfolio that can embrace local and global opportunities across a range of asset classes.

If you would like to talk to an Elston adviser, the first meeting is at their cost, and there is no obligation to proceed. Just ask the Wiseman team for an introduction.

To learn more about Elston, visit Private Wealth - Elston Financial Solutions

The flexibility of your own super fund

Self-Managed Superannuation Funds (SMSF) provide the ultimate flexibility and control in saving for your retirement. They allow you to invest directly in a balanced portfolio of property, shares, managed funds, term deposits and cash. However, it is important that your SMSF is set up and managed correctly. SMSFs operate within a complex set of rules and do require strict compliance with legislative guidelines.

Wiseman SMSF compliance services include:

SMSF Setup including establishing Trust Deeds, Tax File Number, Australian Business Number and GST registrations
Process the transfer or rollover of funds into, or out of, an SMSF
Assist in property acquisition
Tax implications of Superannuation Contributions
Tax treatment of pensions
Compliance advice
Preparation of Annual Financial Statements
Preparation & lodgement of SMSF Returns and BAS with ATO
Facilitation of annual SMSF audits
Tax planning

Frequently Asked Questions

What is superannuation compliance in Ipswich?

Superannuation compliance in Ipswich refers to the adherence to rules and regulations set by the Australian government concerning super funds in the Ipswich region. It ensures that super funds are managed correctly and in the best interests of the members.

Why is it important to be compliant with superannuation regulations in Ipswich?

Being compliant ensures that your super fund benefits from tax concessions and avoids penalties. It also ensures the security and growth of members' retirement savings, fostering trust among the fund members.

How can I ensure my super fund is compliant in Ipswich?

It's advisable to consult with a local superannuation expert or financial adviser who's familiar with the Ipswich regulations. They can provide guidance on compliance requirements and conduct regular audits to ensure adherence.

Are there any local agencies or experts in Ipswich that can assist with superannuation compliance?

Yes, Ipswich has several financial advisory firms and superannuation specialists who offer services related to superannuation compliance. It's recommended to research and choose a reputable firm with experience in the local market.

What happens if I don't meet superannuation compliance standards in Ipswich?

Failure to comply with superannuation regulations can result in penalties, including financial fines and potential legal actions. Additionally, non-compliant funds may lose their concessional tax treatment, impacting the fund's growth and the retirement savings of its members.

Let's Chat

Name: Wiseman Accountants
Address: 2A Wilson St, Newtown, QLD, 4305
Phone: (07) 3143 2923
Email: admin@wisemanaccountants.com.au