Creating wealth and growing confidence in the future has always been at the forefront of client’s minds. As part of that it has been important to create a niche part of the Business to service all areas of (SMSF). We see this is an important service for all our clients.
Traditionally this has been an area only for high-net-worth individuals and retirees. But more clients are finding SMSF as an area to take control of there future and build wealth. It can be used to create opportunities.
We will guide and assist clients with the set up of the fund, the taxation implications of the structure and then provide services to ensure a smooth completion of all end of year compliance matters including an outsourced audit.
Whether you make all decisions yourself or use a financial planner we will help at all levels.
Shane has been providing advice and services with Tax and Business Advisory for over 30 years.
Nicole brings a special passion to Winter & Co with her ability to dive into problems and find answers.
Jonah has created a niche in the administration and management of Self-Managed Superannuation Funds.
Anthony is a self-confessed XERO convert and has invested in understanding all aspects of the software to maximise the benefits for clients.
Hayley maintains and assists clients with their ASIC requirements and Corporate Compliance.