Superannuation
Smart investment and careful management of your super to set you and your family up for a great retirement
Superannuation is one of your most important investments in life so you can live your desired lifestyle upon retirement.
Self-Managed Super Funds (SMSFs) can suit investors with significant assets or earnings who want greater control over their investment strategy. We can help manage the often complex accounting, reporting, taxation and audit requirements of your SMSF. We also work closely with external financial planners to ensure your superannuation strategies are tax effective and aligned with your overall financial objectives.
Services include:
- Establishment of self-managed superannuation funds
- Annual financial statements and tax returns
- Arranging annual compliance audit services to superannuation funds
- Tax and benefit calculations
- Estate planning
Our Happy Customers
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WHM Partners are without a doubt the best accountants that we have ever dealt with. They have helped us to grow our business to where we are today, manage our trusts and oversee our personal…
Read More
WHM Partners are without a doubt the best accountants that we have ever dealt with. They have helped us to grow our business to where we are today, manage our trusts and oversee our personal finances. Their planning and strategic advice goes well beyond the level you would expect from an accounting firm, we would (and have) no hesitation in recommending their services to anyone looking for accountancy advice & assistance. As a long term client of WHM Partners we believe that when you find something that works, stick with it! We have been with WHM for approximately 20 years and don’t plan on going anywhere else!
James & Vanessa Wood Director & Business Manager C&B Safe Pty Ltd cnbsafe.com.au -
WHM have supported our business growth from conception over 7 years. Providing guidance, networks, contacts, and advice to achieve 300% growth and sustainability. Responsive and professional they have smoothed our path across minor day to…
Read More
WHM have supported our business growth from conception over 7 years. Providing guidance, networks, contacts, and advice to achieve 300% growth and sustainability. Responsive and professional they have smoothed our path across minor day to day headaches to long term business planning.
Stephen Alcorn Managing Director FlexCAM Pty Ltd -
Having been a personal client of Keegan and WHM Partners for many years, we recently moved our large family business to WHM Partners from a larger firm. Due to our size, our company is required…
Read More
Having been a personal client of Keegan and WHM Partners for many years, we recently moved our large family business to WHM Partners from a larger firm. Due to our size, our company is required to be audited and prepare general purpose financial reports and lodge with ASIC. We have previously been of the belief that we would be best served by a large firm with a well-known name, however as I built a relationship with Keegan over many years as a personal client, I came to understand his knowledge about how to structure family-owned business and investments (commercial properties) was very good. However, what we have really appreciated since being a client is his ability to identify opportunities and pro-actively provide advice. We have already saved a significant amount of tax just by structuring our affairs differently and we are working with him on the transition of the family business to the next generation.
Ben Wilson Director Garden City Planters -
It has been a delight to work with Sujan, right from the start. He is knowledgeable, clear, gracious, and caring. He takes the time to explain things, is respectful and approachable, and I feel valued…
Read More
It has been a delight to work with Sujan, right from the start. He is knowledgeable, clear, gracious, and caring. He takes the time to explain things, is respectful and approachable, and I feel valued and well looked after!
Katrina Gay Director Nicholson Financial Planning www.nicholsonfp.com.au -
As a company director, it is humbling to be associated with a business that has our best interest at heart. Abra Aluminium has had an association with WHM Partners since its inception in 1991. Throughout…
Read More
As a company director, it is humbling to be associated with a business that has our best interest at heart. Abra Aluminium has had an association with WHM Partners since its inception in 1991. Throughout this time Brendon and his team have showed complete professionalism in every aspect of our accounting requirements.
Through the vast depth of their accounting experience, we have been guided and advised throughout our journey enabling the stake holders to have peace of mind knowing that we are being well looked after in an efficient, proactive and competent manner.
From both a personal and corporate level, I wish to extend my gratitude for the services rendered during the past 20 years and may it continue to be as enjoyable for the next 20 years.
James D Allen Managing Director Abra Aluminium www.abra.net.au -
My wife and I have trusted Keegan with our tax and superannuation needs for over a decade. More recently, Keegan has been providing tax and business advisory services for the company I co-founded 3 years…
Read More
My wife and I have trusted Keegan with our tax and superannuation needs for over a decade. More recently, Keegan has been providing tax and business advisory services for the company I co-founded 3 years ago. Put simply, the key reasons we continue to value Keegan’s work so highly are his capability and character. As the practice principal of WHM Partners, Keegan has successfully recruited a team of people who share his dedication to their clients and his commitment to doing the right thing. For me, it’s important not to pay more tax than I need to, but far more important to know I can sleep soundly at night knowing that Keegan and his team have steered us towards tax effective strategies that are legal and ethical. As an example, Keegan advised us on the company structure for our start-up business. The structure includes a holding company, an operating company and an intellectual property company. The company structure Keegan recommended is the optimal way to minimise tax when we sell the business at some time in the future. We look forward to another decade of utilising the services of Keegan and the WHM team.
Kevin Roberts Director No Timid Souls -
WHM Partners are without a doubt the best accountants that we have ever dealt with. They have helped us to grow our business to where we are today, manage our trusts and oversee our personal…
Read More
WHM Partners are without a doubt the best accountants that we have ever dealt with. They have helped us to grow our business to where we are today, manage our trusts and oversee our personal finances. Their planning and strategic advice goes well beyond the level you would expect from an accounting firm, we would (and have) no hesitation in recommending their services to anyone looking for accountancy advice & assistance. As a long term client of WHM Partners we believe that when you find something that works, stick with it! We have been with WHM for approximately 20 years and don’t plan on going anywhere else!
James & Vanessa Wood Director & Business Manager C&B Safe Pty Ltd cnbsafe.com.au -
WHM have supported our business growth from conception over 7 years. Providing guidance, networks, contacts, and advice to achieve 300% growth and sustainability. Responsive and professional they have smoothed our path across minor day to…
Read More
WHM have supported our business growth from conception over 7 years. Providing guidance, networks, contacts, and advice to achieve 300% growth and sustainability. Responsive and professional they have smoothed our path across minor day to day headaches to long term business planning.
Stephen Alcorn Managing Director FlexCAM Pty Ltd -
Having been a personal client of Keegan and WHM Partners for many years, we recently moved our large family business to WHM Partners from a larger firm. Due to our size, our company is required…
Read More
Having been a personal client of Keegan and WHM Partners for many years, we recently moved our large family business to WHM Partners from a larger firm. Due to our size, our company is required to be audited and prepare general purpose financial reports and lodge with ASIC. We have previously been of the belief that we would be best served by a large firm with a well-known name, however as I built a relationship with Keegan over many years as a personal client, I came to understand his knowledge about how to structure family-owned business and investments (commercial properties) was very good. However, what we have really appreciated since being a client is his ability to identify opportunities and pro-actively provide advice. We have already saved a significant amount of tax just by structuring our affairs differently and we are working with him on the transition of the family business to the next generation.
Ben Wilson Director Garden City Planters -
It has been a delight to work with Sujan, right from the start. He is knowledgeable, clear, gracious, and caring. He takes the time to explain things, is respectful and approachable, and I feel valued…
Read More
It has been a delight to work with Sujan, right from the start. He is knowledgeable, clear, gracious, and caring. He takes the time to explain things, is respectful and approachable, and I feel valued and well looked after!
Katrina Gay Director Nicholson Financial Planning www.nicholsonfp.com.au -
As a company director, it is humbling to be associated with a business that has our best interest at heart. Abra Aluminium has had an association with WHM Partners since its inception in 1991. Throughout…
Read More
As a company director, it is humbling to be associated with a business that has our best interest at heart. Abra Aluminium has had an association with WHM Partners since its inception in 1991. Throughout this time Brendon and his team have showed complete professionalism in every aspect of our accounting requirements.
Through the vast depth of their accounting experience, we have been guided and advised throughout our journey enabling the stake holders to have peace of mind knowing that we are being well looked after in an efficient, proactive and competent manner.
From both a personal and corporate level, I wish to extend my gratitude for the services rendered during the past 20 years and may it continue to be as enjoyable for the next 20 years.
James D Allen Managing Director Abra Aluminium www.abra.net.au -
My wife and I have trusted Keegan with our tax and superannuation needs for over a decade. More recently, Keegan has been providing tax and business advisory services for the company I co-founded 3 years…
Read More
My wife and I have trusted Keegan with our tax and superannuation needs for over a decade. More recently, Keegan has been providing tax and business advisory services for the company I co-founded 3 years ago. Put simply, the key reasons we continue to value Keegan’s work so highly are his capability and character. As the practice principal of WHM Partners, Keegan has successfully recruited a team of people who share his dedication to their clients and his commitment to doing the right thing. For me, it’s important not to pay more tax than I need to, but far more important to know I can sleep soundly at night knowing that Keegan and his team have steered us towards tax effective strategies that are legal and ethical. As an example, Keegan advised us on the company structure for our start-up business. The structure includes a holding company, an operating company and an intellectual property company. The company structure Keegan recommended is the optimal way to minimise tax when we sell the business at some time in the future. We look forward to another decade of utilising the services of Keegan and the WHM team.
Kevin Roberts Director No Timid Souls -
WHM Partners are without a doubt the best accountants that we have ever dealt with. They have helped us to grow our business to where we are today, manage our trusts and oversee our personal…
Read More
WHM Partners are without a doubt the best accountants that we have ever dealt with. They have helped us to grow our business to where we are today, manage our trusts and oversee our personal finances. Their planning and strategic advice goes well beyond the level you would expect from an accounting firm, we would (and have) no hesitation in recommending their services to anyone looking for accountancy advice & assistance. As a long term client of WHM Partners we believe that when you find something that works, stick with it! We have been with WHM for approximately 20 years and don’t plan on going anywhere else!
James & Vanessa Wood Director & Business Manager C&B Safe Pty Ltd cnbsafe.com.au -
WHM have supported our business growth from conception over 7 years. Providing guidance, networks, contacts, and advice to achieve 300% growth and sustainability. Responsive and professional they have smoothed our path across minor day to…
Read More
WHM have supported our business growth from conception over 7 years. Providing guidance, networks, contacts, and advice to achieve 300% growth and sustainability. Responsive and professional they have smoothed our path across minor day to day headaches to long term business planning.
Stephen Alcorn Managing Director FlexCAM Pty Ltd -
Having been a personal client of Keegan and WHM Partners for many years, we recently moved our large family business to WHM Partners from a larger firm. Due to our size, our company is required…
Read More
Having been a personal client of Keegan and WHM Partners for many years, we recently moved our large family business to WHM Partners from a larger firm. Due to our size, our company is required to be audited and prepare general purpose financial reports and lodge with ASIC. We have previously been of the belief that we would be best served by a large firm with a well-known name, however as I built a relationship with Keegan over many years as a personal client, I came to understand his knowledge about how to structure family-owned business and investments (commercial properties) was very good. However, what we have really appreciated since being a client is his ability to identify opportunities and pro-actively provide advice. We have already saved a significant amount of tax just by structuring our affairs differently and we are working with him on the transition of the family business to the next generation.
Ben Wilson Director Garden City Planters
