Welcome to Wilkinson Superannuation and Financial Consulting Pty Ltd

We provide superannuation, tax and financial advice to Self-Managed Superannuation Fund trustees and their advisers. We give the same high level of attention to all clients, no matter, be they advisers or trustees. The superannuation and retirement advice that we provide is tailored to the unique needs of each client, ensuring the best possible results and increased retirement benefits for the client. Our firm remains on the cutting edge of superannuation, tax and retirement strategies. We are well-informed and continually adapt to the ever-changing world of superannuation and retirement planning.

Our Commitment

We provide a premium service based upon the high level of experience and expertise of our people. The technical expertise and emphasis on maintaining personal relationships with trustees and advisers ensures that clients receive the highest level of service every time.

Our record

Our extensive experience enables a consistent track record of comprehensive uncompromising excellence in the provision of advice and assistance to self-managed superannuation fund trustees and advisers. We use cutting edge technologies to ensure up to the minute information across the full spectrum of SMSF advice. This allows us to respond quickly, and give you the most relevant information and perspectives for all trustees and advisers.

Latest From The Blog

How to Structure Deductible Insurance in a SMSF

  • May 24th, 2015

The key to structuring a new deductible insurance policy in a superannuation fund after changes made from 30 June 2014, is to ensure that the insured event corresponds with a corresponding condition of release contained in Regulation 4.07D

When do the anti-avoidance provisions apply to dividends received by an SMSF?

  • May 5th, 2015

When the contribution is part of a dividend stripping scheme! Specifically, what the ATO is focusing on in TA 2015/1 are arrangements under which a person transfers the shares in a private company with accumulated profits into a superannuation fund. This transfer could have occurred as either an in-specie contribution of the shares or an […]

Our Happy Clients

Mark is a SMSF wizard who gives practical, down to earth advice in relation to SMSF creation strategies, tax and administration. He is a delight to work with, goes out of his way to be helpful. He has a very strong client service ethic and is a knowledgeable and effective trainer..
David Smith, SmithInk
Mark is without doubt a technically brilliant superannuation expert. He is smart, engaging and personable
Craig Boss, Insurance Advisement Australia
We have used Mark Wilkinson for a number of years as our ‘go to’ man on self managed superannuation issues.  He always provides accurate and (more importantly) practical advice and is generally available to discuss issues over the phone at short notice.  In addition his reputation in the industry provides weight to the advice he gives. Thanks Mark. 
Ben Osborne, Wardle Osborne
Without doubt, one of the leading SMSF advisers in Australia today 
Joseph Gluck, Joseph Gluck & Co