SMSF administration

SMSF administration

If you’re a Financial Planner or Investment Advisor, MWM can offer a full service SMSF Administration solution for you and your SMSF clients. Our administration services include: SMSF establishment and documentationLRBA documentationTechnical adviceAnnual reporting...
Self-managed super

Self-managed super

A self-managed super fund (SMSF) can be a great way to provide for and manage your wealth generation and income in retirement, although the term ‘self-managed’ can be a bit of a misnomer! The superannuation environment is complex and getting expert management and...
High net worth groups

High net worth groups

You’ve spent a great deal of time and energy accumulating assets and building your legacy. While protecting it is front and centre, transition of ownership shouldn’t be the elephant in the room. MWM understands the importance of having a plan that deals with the...