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Looking to secure your financial future?
At Professional Wealth Services, we help our clients feel confident about their financial future. Our goal is to partner with our clients and empower them to live their lives with financial confidence.
We do this through a highly collaborative process that recognises the unique circumstances, life stage and goals of our clients, delivering holistic and robust financial strategies, making aspiration a reality.
Services
News & Insights
ATO reviewing all new SMSF registrations to stop illegal early access
The ATO said it is reviewing and assessing all new SMSFs before they can receive a registered or complying status on Super Fund Lookup (SFLU) as part of a program to stop illegal early access schemes.
20 Years of Silicon Valley Trends: 2004 – 2024 Insights
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Compliance documents crucial for SMSFs
Failure to create, execute, perform and retain documents for an SMSF can leave a fund and its trustees unable to provide compliance evidence, warns a specialist legal expert.
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Professional Wealth Services Pty Ltd
ABN: 58 174 609 776
PWS is 100% owned and operated by its advisers, staff and management.
Australian Financial Services Licence No. 312047
ADDRESS
Suite 3, Level 25,
100 Miller Street
(Northpoint Tower)
North Sydney NSW 2060
PO Box 1815
North Sydney NSW 2059