The wealth Effect Group is a market leader in self managed super fund (SMSF) accounting, administration and advice. Our account managers and advisors are carefully chosen to provide the highest level of service, our systems are cutting edge and our Technical Services team is one of the best.
We provide a comprehensive service, assisting in all aspects of the fund’s administration including all the paperwork, reporting and support in complying with super and tax laws.
As a Wealth Effect Group client, you will benefit from the following key features of our service:
· a capped fee structure which incorporates the administration of pensions and the annual financial statements, tax returns and the audit of the fund
· current listings of your SMSF’s investments, with market prices updated each night, accessible online
· annual tax returns
· the fund’s audit as part of the package
· investment strategies developed with 360 Groups Advisory Investment Committee
· unique investment opportunities
· support from Wealth Effect Groups Advisory tech team.At the Wealth Effect Group, we have many interrelated services in one house, so you’ll also have access to financial, insurance, estate planning and investment advice.