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Your Personal Affairs

SMSF

At WMS we have a dedicated SMSF team to service your investment and compliance needs. Our team includes SPAA accredited specialists who can navigate the myriad of rules and reporting requirements.

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Retirement Planning

One of the most important aspects about retirement, besides health, is funding your living requirements. Planning is imperative to ensure your financial and lifestyle needs will be taken care of.

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Estate Planning

Estate Planning is a complex area littered with potential traps and pitfalls. The consequences of preparing a cheap off the shelf will, or worse not having an appropriate will and estate plan, can leave your beneficiaries with unnecessary tax bills. We take the time to understand your objectives.

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