GWA_LOGO_SMALL

What is the best approach to protecting your assets? If wealth preservation and properly safeguarding your assets is important to you, we have the tools that may assist you.

In the event of a family breakup, we have strategies that may reduce your personal income tax burden

We can help you formulate a retirement plan so you can concentrate on your next holiday

Want to keep in control of your SMSF Compliance obligations?

Want to experience the GW&a Difference? Easy as…..pick up the phone and make the call

We can provide you and your business with tax saving strategies.

PHONE: 07 5532 1733
FAX: 07 5532 1209
EMAIL: info@wilkes.com.au

smsf

img_7575.jpg

What is a self managed super fund (SMSF)

, , , , , , , , ,

A self managed super fund(SMSF) is a superannuation trust structure that provides benefits to its members upon retirement. The main difference between SMSFs and other super funds is that SMSF members are also the trustees of the fund. The difference between an SMSF and other types of funds is that the members of an SMSF […]

SMSF--Cash

Cash – how much is enough in your SMSF?

, , , ,

SMSFs are often criticised for holding too much cash in portfolios when compared with other superannuation funds or with managed funds that provide very little of their asset allocation to cash. Is this a fair criticism or are SMSFs and personal investment portfolios different from large superannuation funds? Let’s start with some numbers that relate […]