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Gold Coast Self Managed Superannuation Fund Accountants & Financial Planners

Gold Coast SMSF Accounting and Financial Planning
  • All-in-One, End-to-end Self Managed Super Fund Specialists

  • Take Control of Your Super

  • Gold Coast SMSF Accountants & Financial Planners



Take Control of Your Financial Future with Expert

Self Managed Superannuation Fund (SMSF) Services & Advice

SMSF Setup

Thinking of starting an SMSF? We can help! We provide a streamlined service to establish an SMSF that encompasses the right structures, fund establishment paperwork, and completion of registrations with both ASIC and the ATO.

SMSF Accounting & Compliance

We help with Tax, BAS and government compliance. An SMSF administration service that provides fund and tax accounting and member administration services to support the Trustee's compliance obligations

SMSF Financial Planning

We can help guide you to make the right decisions. A financial planning service that provides trustees with advice around insurance, protection, investments and retirement

We’re Good with Numbers


Years of Experience


Qualified Experts







Self Managed Superannuation Fund Specialist

As accountants and financial planners, we play a crucial role in assisting our clients with their self-managed superannuation funds (SMSF) tax and financial planning needs in Australia. Our clients rely on our expertise and guidance to navigate the complex tax and regulatory framework governing SMSFs. One of the key ways we can help our clients is by ensuring that they are compliant with the various legislative requirements related to SMSFs. We can help our clients understand their obligations and responsibilities, such as the annual reporting requirements and the rules around investments in their SMSF. We can also assist them with the preparation of their tax returns, ensuring that they take advantage of all available deductions and credits, while staying compliant with the rules.


In addition to tax compliance, we can also help our clients with financial planning strategies that are tailored to their individual needs and circumstances. This may include developing a personalized investment strategy, reviewing their insurance coverage, and ensuring that their retirement goals are realistic and achievable. We can also help them with estate planning, ensuring that their assets are distributed according to their wishes and minimizing the tax implications for their beneficiaries. By working with our clients to develop a comprehensive financial plan, we can help them achieve their long-term financial goals and give them peace of mind that their SMSF is well-managed and compliant with all relevant regulations.



“Wayne has great knowledge! He’s very trustworthy and just so nice. He’s been very good for us in helping ensure our retirement highly recommend Wayne and New Wave”

Kerry Whitehead


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Our 5-Step Process.

Step 1. Discovery

At our firm, we understand that everyone is unique, with their own set of challenges, goals, and requirements. That's why our initial meeting with new clients is all about discovering as much as we can about your business, your financial situation, and your objectives.

During this discovery phase, we take the time to get to know you on a deeper level. We will ask you questions about your business/personal financial positions, financial performance, and future plans. We will also discuss any concerns or challenges that you may be facing.

We believe that this initial discovery process is critical to establishing a strong foundation for a successful partnership. By understanding your financial position, we are better equipped to develop tailored strategies and solutions that meet your unique needs and goals.

Our goal is to gain a complete understanding of your business and financial situation so that we can provide you with the best possible advice and guidance.

Overall, our focus on discovery sets us apart from other firms. We believe that by taking the time to truly understand our clients' businesses, we can help them achieve long-term success and growth.

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Let’s Work Together

5/2481 Gold Coast Highway Mermaid Beach QLD 4218

Tel: 0755041999

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