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Financial Planning

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Wardle Partners
Self Managed Superannuation Funds

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.

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 Self Managed Superannuation Funds (SMSF's) 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.

Wardle Partners are specialists in self-managed superannuation advice and administration.
  • 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.

Contact Us to discuss your self managed superannuation requirements.

Call us now on (07) 5492 0300 to discuss how we can help you!

Compass Financial Solutions ABN 51 109 740 409 is a Corporate Authorised Representative (278272) CAR of Professional Investment Services Pty Ltd,
ABN 11 074 608 558 | AFS Licence Number 234951 and provides financial planning services through its Sub Authorised Representatives.