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Mailene Wheeler

Director, Superannuation Advisory

Contact

Email Mailene (07) 3228 4034 Brisbane, Gold Coast

  • Chartered Accountants Australia & New Zealand (CA ANZ)
  • Master of Applied Taxation (Superannuation) (UNSW)
  • SMSF Specialist Advisor (SMSFA)
  • Graduate Certificate of Business Management (Swinburne University of Technology)
  • Bachelor of Business (Accountancy) (Southern Cross University)
  • Diploma of Financial Services
  • Authorised Representative, Vincents Capital Management Pty Ltd, ABN 40 010 855 991, AFS Licence No 236608

  • Chartered Accountants Australia & New Zealand (CA ANZ)
  • SMSF Association (SMSFA)
  • Financial Planning Association of Australia (FPA)

Expertise

Mailene is a Director in Superannuation Advisory and specialises in all aspects of Self-Managed Superannuation Funds (SMSFs).

Her expertise includes taxation and administration of SMSFs, retirement planning, estate and succession planning, contribution strategies, limited recourse borrowing arrangements and reviewing investment structures to ensure legislative compliance.

As a superannuation specialist, Mailene focuses her expertise into empowering people to take control of their super. She does this by working closely with not only her clients, but also their tax and/or financial advisers. Mailene not only works for her clients but educates them to be more involved in their own superannuation story. She takes the approach that there is never a dumb question when it comes to your super.

Background

Mailene joined Vincents in 2017 as the Manager of Superannuation Advisory and was appointed as Associate Director of the team in 2019 and Director in 2020. She has twenty years’ experience working in taxation and superannuation for several accounting firms around the country.

Insights from Mailene

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We have decided to establish an SMSF, now what?

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Individual vs Corporate Trustee

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Borrowing through super

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Superannuation contribution cut-off dates