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...
Large enterprises

Large enterprises

While a bit of luck along the way never goes astray, business is not a game of chance. Playing the big game requires a combination of leadership, skill, hard work and perseverance. At MWM we understand that.   We also understand there are aspects of being a large...
Growing companies

Growing companies

Revenue is rising and you need to scale up. It’s exciting but there’s uncertainty. You need to hire good people, but when’s the right time, and where do you find them? You need a new machine, but you’ve run out of space. Growth is great, but you don’t know what you...
Start-ups

Start-ups

When you start a new business, there’s a lot to think about and even more to get done. You need an advisor that’s going to give you the bandwidth to stay focused on what you’re good at, and the confidence to know that the things you’re not, or simply don’t have time...