Summary

I have been involved in financial services since before SMSFs existed. I’ve generally been principal of my own firms and have had a wide range of practical experience in accounting, tax advice, financial planning, stock broking, mortgage broking, investment advising and as a dealer principal. I’ve specialised in SMSF compliance, administration, strategic advice, deed construction and education since 1994. I was one of the earliest members of the FPA and a foundation member of the SMSF Association. Most importantly, I’ve kept my sense of humour throughout. I enjoy helping advisers create a material difference to their client outcomes and the value of their firms. I don’t take myself seriously but I do take my responsibilities very seriously indeed. My firm, SMSF Alliance, a boutique SMSF administrator with a successful history and a highly professional and experienced team, provides a best-of-breed service that reflects my extensive experience and your requirements. We only deal on a business to business basis – direct clients are referred to our alliance partners. Our service is online, onshore and on-time.