► Wealth Creation

Build Wealth with Confidence. Protect it with Strategy.

From SMSFs to succession, we help you grow what you’ve earned—and keep it working for the future.

Wealth doesn’t just happen—it’s structured, protected, and managed with intention.

At Ipsum Advisors, our Wealth Creation services are designed to help business owners, professionals, and families make smarter investment decisions, reduce tax, and set up for long-term success.

Whether you’re just starting to invest, building a property portfolio, managing family finances, or thinking about retirement, we offer clear, practical advice to help you create a wealth strategy that works for today—and tomorrow.

From SMSFs to estate planning, we bring structure to the complex so you can make confident, forward-thinking financial choices.

▶ About Ipsum Wealth

► Our Wealth Creation & SMSF Services

► Self-Managed Super Funds (SMSFs)

Get full-service SMSF support—from setup, investment advice and strategy, through to tax compliance, audits, and wind-down planning. We work alongside your financial planner to ensure your SMSF aligns with both your short- and long-term goals.

  • SMSF Establishment & Structure

  • Ongoing Administration & Compliance

  • Independent Audit Coordination

  • Strategic Tax Planning for Super

  • Wind-down, Transition to Retirement, or Estate Planning

► Investment Structuring & Tax Optimisation

Make your investments work harder with the right tax structure. We help you evaluate investment vehicles, ownership, and timing to maximise return and minimise liability.

► Intergenerational Wealth & Succession Planning

We help families transition wealth smoothly—balancing asset protection, tax effectiveness, and long-term planning for the next generation.

► Prosperity Planning

Whether it’s property, shares, or other investments—we offer insight into how to structure and grow wealth through a strategic lens. This includes family trust advice, risk mitigation, and working alongside your financial planner or advisor.

Ready to Make Your Wealth Work Smarter?

Let’s build a strategy around your goals—and get your financial future moving forward.

▶ Wealth Creation Insights