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Financial Planning



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Wardle Partners

Superannuation

As the Government encourages Australians to take responsibility for and reach their financial retirement goals, citizens are repeatedly required to deal with superannuation funds.

Superannuation law is a delicate area and personalised planning is required for each individual. The team at Wardle Partners and their financial planning division, Compass Financial Solutions, are superannuation experts who can assist in establishing a superannuation fund that will effectively enable you to reach your financial retirement goals.

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. 

Call (07) 5492 0300 to speak
with a SMSF specialist now!


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 $400billion 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 offer include:
  • 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.

Call us today on (07) 5492 0300!

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