Summary

As an accredited SMSF Specialist Advisor and Chartered Accountant with over 12 years of experience, I specialize in helping individuals and small-to-medium businesses navigate the complexities of self-managed superannuation and taxation. I provide comprehensive business advisory services to a diverse range of clients, guiding them through every stage of the SMSF lifecycle – from establishment to wind-up – and advising on structuring and strategy along the way. Clients and colleagues know me for delivering high-level guidance on SMSF legislative requirements and compliance. I pride myself on making complex rules easy to understand, ensuring SMSF trustees meet their obligations with confidence. I also work extensively with SMEs to develop tax-minimisation strategies and effective structuring solutions that support their growth and financial health. Leveraging my extensive superannuation knowledge, I strive to add value at every life stage. Whether it’s helping a young family set up their first SMSF, providing mid-career investors with strategic advice, or supporting retirees with estate and succession planning, my goal is to deliver clear, practical advice that gives clients peace of mind about their retirement independence.