WGC Business Advisors Pty Ltd (WGC) provides specialist advice and assistance to Trustees with the administration and strategic use of SMSFs.
Advice is also provided in general areas of superannuation and estate planning, such as accounting, administration, taxation and legislative compliance.
WGC assists with the planning and management of the Superannuation implications through all stages of a members investment lifecycle, including advice in relation to maximising contributions, making preparation for retirement, providing benefits in retirement and mitigating the tax ultimately payable by beneficiaries of a deceased member’s account balance.
Our role at WGC is to maximise the taxation benefits afforded to SMSFs whilst successfully navigating the increasingly complex rules governing these structures, and having the ability to communicate these rules to Trustees in a clear and concise manner.
WGC will guide you through this maze of complexity in relation to contributions, retirement income streams and social security rules to ensure your income needs are satisfied, whilst minimising the tax payable and maximising any social security entitlements. Planning so your capital is not prematurely exhausted is also a priority which needs to be addressed.
Should the Trustees of an SMSF require specialist advice from a licenced financial advisor, WGC will undertake to manage this referral in a timely and professional manner.
From 1 July 2017, Leanne Connor & Tony Grosso became Authorised Representatives of AFSL Holder Magnitude Pty Ltd, in conjunction with Viridian Advisory, so WGC can continue to provide strategic advice in relation to superannuation and SMSF and in adherence to legal requirements applying to all Accountants giving advice in this space.
For further information, please follow link to Financial Services Guide (FSG):