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.
Welcome to Wilkinson Superannuation and Financial Consulting Pty Ltd
Wilkinson Super has 30 years’ experience in helping trustees and their advisers to take control of their retirement savings in a Self-Managed Super Fund (SMSFs) by providing comprehensive and personalised superannuation, tax and financial services advice. Founded by Mark Wilkinson, Wilkinson Super has the right combination of experience and people to provide innovative solutions for SMSFs.
Wilkinson Super ServicesWe offer the following services to trustees and their advisors :
Why Choose Wilkinson SuperWe provide personalised expert advice on all aspects of managing SMSFs for the trustees and their advisors whilst keeping you up to date on the latest strategies to implement to grow your wealth within the SMSFs. And, 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. Contact Us
Our CommitmentWe 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 recordOur 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.
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No, generally not anyway, but there are things that we can do as professional advisers that will ease the hardship that a family may encounter if a loved one passes away or becomes disabled. Under Section 295-470 of the Income Tax Assessment Act 1997 a fund to claim a tax deduction with respect to death […]
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
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 personableCraig 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 todayJoseph Gluck, Joseph Gluck & Co