Summary

I am an Associate Director specialising in self-managed superannuation funds (SMSFs) and complex wealth structuring. With extensive experience advising high-net-worth individuals and family groups, I provide strategic guidance across SMSF compliance, property investment structures, pension strategies, and related-party transactions. I am known for my deep technical expertise in Australian superannuation and tax law, with a particular focus on navigating regulatory requirements and implementing practical, compliant solutions. I regularly advise on sophisticated arrangements, including limited recourse borrowing structures, unit trusts, and succession planning within SMSFs. I am recognised for my clear, pragmatic approach, translating complex legislation into actionable outcomes for clients while proactively managing compliance risks. I work closely with trustees, legal advisers and other stakeholders to ensure seamless execution of strategies and ongoing fund integrity.