Superannuation matters account for about 25% of our business and we specialise in the areas of compliance, audit investment services, retirement advice and allocated pension funds. We believe that in any financial plan super is a key part, but it's only a structure within your overall asset base. WIP's approach to superannuation is that it has an important aspect of your financial future, but should stop short of steering it.

We also believe accountants should remain independent of where your funds are invested. So we aim to make sure your net worth increases in line with expectations on a yearly basis and funds are invested properly, while taking into account:

  • Tax responsibilities
  • Liquidity
  • Personal Lifestyle choices
  • Asset management and protection

We can develop superannuation strategies for you in three key areas:

  • Self Managed Superannuation Funds (SMSF)
  • Public offer fund
  • Allocated Pension Funds incorporating retirement planning