At Moneywise you can access all of your financial solutions from the one organisation that understands your particular situation. We offer professional advice on an extensive range of cost-effective financial solutions including:

• Wealth Management
  Focusing on investment portfolio construction, wealth and asset accumulation
• Lifestyle Planning
  Attending to debt management and cash flow advice
• Retirement & Superannuation Strategies
  Advising on pensions, Centrelink and income stream strategies
• Self Managed Superannuation Funds (SMSF)
  Providing specialist advisory and portfolio administration services
• Income & Asset Protection
  Insuring your key financial assets
• Taxation Planning
  Aligning tax efficient strategies with your financial goals

Moneywise provides complete Investment Fund and Self Managed Superannuation Fund (SMSF) administration services, which include:

• Management of all correspondence and communications including corporate actions such as rights issues, share splits, share purchase plans and buy-backs
• Day-to-day portfolio administration
• Tracking of all investment activity
• Investment portfolio reporting
• Realised and unrealised capital gains reports
• Monthly reconciliations and cash transaction reports
• Preparation of year end investment reporting.

In addition, our SMSF administration service also includes:

• Member balance reporting
• Annual fund financials and income tax returns
• External fund audit
• All compliance requirements as stipulated by legislation.

Utilising our SMSF service will ensure your fund meets ATO audit and compliance requirements, giving you complete peace of mind.