Summary

Amit Aggarwal FCPA, SMSF Specialist Adviser | Life Beyond Numbers Amit Aggarwal is a CPA and accredited SMSF Specialist Adviser with over 17 years of experience helping high-income professionals — doctors, engineers, and business owners — build lasting wealth through strategic superannuation, tax structuring, and integrated financial planning. Where most advisers operate in silos, Amit offers something rare: a genuinely integrated practice. Through Life Beyond Numbers, he combines SMSF accounting and administration, mortgage broking, and life insurance under one roof — giving clients a cohesive strategy rather than fragmented advice. For SMSF members, this means their fund sits within a broader wealth architecture designed to grow, protect, and transition assets across every stage of life. Amit's edge is in connecting the dots others miss — structuring a fund to acquire direct property, coordinating borrowing capacity around LRBA arrangements, or ensuring personal insurance aligns with accumulation strategy. Clients receive advice that is both technically rigorous and deeply practical. He earned his SMSF Specialist Adviser designation through the SMSF Association, complementing his CPA qualification and Diploma in Financial Planning. Based in Melbourne, Amit works with clients nationally.