Mailene Wheeler

Mailene Wheeler

Director – Superannuation Advisory
Superannuation advisory
Retirement income streams
Taxation advisory
Estate & succession planning

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, contribution strategies, limited recourse borrowing arrangements and reviewing investment structures to ensure legislative compliance.

Qualifications

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

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.

Memberships

  • Chartered Accountants Australia & New Zealand (CA ANZ)
  • SMSF Association – Member  (Self-Managed Super Fund Association)

Articles by Mailene

Superannuation Choice Rules – changes commence 1 November 2021

SUPER UPDATES | Superannuation changes from 1 July 2021

EXPAT TAX | Transferring foreign retirement savings into an Australian super account

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