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“Pleasant and very helpful, will always go out of their way to ensure all queries/ concerns are answered or rectified. ”
Peter Wooler
“Great team with knowledgable staff, able to provide further guidance beyond the questions asked.
James Kemp
“Helpful, listened to my issues, came up with ideas and communicated back to me.”
Karen Gaffney
“Prompt, efficient service always answering queries within good time frames.”
Michael Dos Remedios
“Happy with the service. Lea and Ed were good to deal with. Thanks team!”
Emily Lewis
We are a team of accountants and tax planners.
Because our sole focus is winding up SMSFs, we have drawn on decades of experience to streamline the process, making it quick and cost effective.
We also offer a free 30 minute consultation with our Financial Advice Partner, so you can be sure a wind up is in your best interests and strategically plan where to take your benefits next.
🏡 Considering winding up your SMSF as a property owner? Here are 3 compelling reasons why it might be the right move for you:
1️⃣ Higher mortgage repayment fees: Rising mortgage repayment fees can put a strain on your SMSF`s cash flow. Winding up the fund can relieve this financial pressure, allowing you to manage your property more effectively.
2️⃣ Unexpected costs and fees: SMSFs come with various costs and fees, which can catch property owners off guard. By winding up your SMSF, you can avoid these unexpected expenses and simplify your financial situation.
3️⃣ There is a better alternative retail super fund: Sometimes, a retail super fund can offer a more cost-effective and hassle-free way to manage your retirement savings, especially if you`re primarily invested in property. Consider exploring this option for greater flexibility and convenience.
Your financial wellbeing is paramount, so make sure your SMSF aligns with your current needs and objectives. 🏦💰 #SMSF #PropertyOwners #FinancialPlanning #RetirementSavings
🏡 Considering winding up your SMSF as a property owner? Here are 3 compelling reasons why it might be the right move for you:
1️⃣ Higher mortgage repayment fees: Rising mortgage repayment fees can put a strain on your SMSF`s cash flow. Winding up the fund can relieve this financial pressure, allowing you to manage your property more effectively.
2️⃣ Unexpected costs and fees: SMSFs come with various costs and fees, which can catch property owners off guard. By winding up your SMSF, you can avoid these unexpected expenses and simplify your financial situation.
3️⃣ There is a better alternative retail super fund: Sometimes, a retail super fund can offer a more cost-effective and hassle-free way to manage your retirement savings, especially if you`re primarily invested in property. Consider exploring this option for greater flexibility and convenience.
Your financial wellbeing is paramount, so make sure your SMSF aligns with your current needs and objectives. 🏦💰 #SMSF #PropertyOwners #FinancialPlanning #RetirementSavings
🏠 Selling your property can have major impacts on your SMSF! Here are 3 key ways it can affect your financial strategy:
1️⃣ Lack of diversification: Selling the property might deplete your SMSF`s funds, making it challenging to maintain a diversified portfolio. It`s crucial to carefully consider how this change could affect your long-term financial goals.
2️⃣ Administrative costs: Continuing to manage the SMSF without the property can be costly and administratively burdensome. With the primary asset gone, you might want to assess whether it`s worth the ongoing expenses and complexities.
3️⃣ Changed circumstances: Life is unpredictable, and your retirement goals or financial situation may evolve. If they do, winding up the SMSF and transferring assets to a different fund could be a more suitable and less complex option.
Adapting to these changes is key to ensuring your retirement strategy remains on track. Seek professional advice to make informed decisions. 💼📈 #SMSF #PropertySale #FinancialPlanning #Diversification #RetirementGoals
🏠 Selling your property can have major impacts on your SMSF! Here are 3 key ways it can affect your financial strategy:
1️⃣ Lack of diversification: Selling the property might deplete your SMSF`s funds, making it challenging to maintain a diversified portfolio. It`s crucial to carefully consider how this change could affect your long-term financial goals.
2️⃣ Administrative costs: Continuing to manage the SMSF without the property can be costly and administratively burdensome. With the primary asset gone, you might want to assess whether it`s worth the ongoing expenses and complexities.
3️⃣ Changed circumstances: Life is unpredictable, and your retirement goals or financial situation may evolve. If they do, winding up the SMSF and transferring assets to a different fund could be a more suitable and less complex option.
Adapting to these changes is key to ensuring your retirement strategy remains on track. Seek professional advice to make informed decisions. 💼📈 #SMSF #PropertySale #FinancialPlanning #Diversification #RetirementGoals
📣 Calling all accounting firms! Here are 3 compelling reasons to choose Wewind for winding up your clients` SMSF:
1️⃣ Low fees: At Wewind, we understand the importance of cost efficiency. Our low fees ensure that your clients can maximise their retirement savings, while you can maintain a competitive edge in your accounting practice.
2️⃣ Free yourself: Managing SMSFs can be a time-consuming and complex task. By partnering with Wewind, you can liberate yourself from the administrative burdens, allowing you to focus on more strategic financial advisory services for your clients.
3️⃣ Fast turnaround - 30-day process: Time is money, and with Wewind, you can ensure a swift transition for your clients. Our streamlined 30-day process guarantees a smooth and efficient winding up of SMSFs, providing your clients with a hassle-free experience.
Empower your accounting firm with Wewind and offer your clients a faster, cost-effective, and simplified SMSF winding-up solution. 📊💼 #Wewind #AccountingFirm #SMSF #Efficiency #FinancialAdvisory
📣 Calling all accounting firms! Here are 3 compelling reasons to choose Wewind for winding up your clients` SMSF:
1️⃣ Low fees: At Wewind, we understand the importance of cost efficiency. Our low fees ensure that your clients can maximise their retirement savings, while you can maintain a competitive edge in your accounting practice.
2️⃣ Free yourself: Managing SMSFs can be a time-consuming and complex task. By partnering with Wewind, you can liberate yourself from the administrative burdens, allowing you to focus on more strategic financial advisory services for your clients.
3️⃣ Fast turnaround - 30-day process: Time is money, and with Wewind, you can ensure a swift transition for your clients. Our streamlined 30-day process guarantees a smooth and efficient winding up of SMSFs, providing your clients with a hassle-free experience.
Empower your accounting firm with Wewind and offer your clients a faster, cost-effective, and simplified SMSF winding-up solution. 📊💼 #Wewind #AccountingFirm #SMSF #Efficiency #FinancialAdvisory
By requesting advice from Progressive Wealth Advisory, you acknowledge and agree that Wewind will share your relevant personal information with Progressive Wealth Advisory. By scheduling a consultation with Progressive Wealth Advisory, you are consenting to be contacted by Progressive Wealth Advisory at the scheduled time by for the purpose of it providing financial product advice in relation to distribution and investment of the assets of your SMSF after winding up, including in relation to insurance and superannuation products, shares and interests in managed investment schemes.