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Superannuation & SMSF

Helping make your superannuation, super!*

WHK is one of the largest self-managed super fund (SMSF) providers in Australia.  With thousands of funds across Australia we are assisting more Australians take better control of their superannuation.

The chance to become more actively involved in investment management choices, together with more flexibility has encouraged many people to turn to self-managed superannuation funds to meet their super investment needs.  We take great pride in offering self-managed superannuation advice that's truly objective.  Which means the only consideration we have when giving you superannuation advice is what's best for you now, and in the future.

From the establishment of a SMSF, to the preparation and lodgment of income tax returns, financial statements and audits, we'll help look after everything including:
  • Administration of self-managed superannuation funds
  • Preparation of financial statements, income tax & regulatory returns
  • Audit of superannuation funds
  • Retirement planning
  • Compliance and risk management
  • Pre- and post-retirement strategies
  • Investment strategies and implementation
  • Asset protection
  • SMSF rules and regulations
  • Income streams
  • Employer Termination Payments (ETP) advice
  • Rectifying breaches of legislation
  • Estate planning - assisting trustees to understand their obligations
  • Taxation issues (including capital gains tax)


While the set up of a self-managed superannuation fund can be quite simple, meeting the ongoing legal requirements of that fund requires the right knowledge and advice.  Whether it's meeting ATO requirements or just completing your annual return we can help you cut through the red tape.

An SMSF can offer you flexibility, control, more investment options and the potential for reduced costs.  To find out more speak to one of our SMSF specialists today.

*Financial services advice is provided by a Representative of WHK Financial Planning Pty Ltd (Australian Financial Services Licenses No 238244).


Better advice

WHK has access to world wide best practice that we combine with strong local knowledge – giving our clients advice they can rely on.  For a better life.