Summary

I’m a Certified Practising Accountant (CPA) and SMSF Specialist Advisor (SSA®) with a Bachelor of Commerce, dedicated to helping individuals, families, and business owners make smarter, more strategic financial decisions. With extensive experience across taxation, superannuation, and business structuring, I work closely with clients to build sustainable, compliant, and growth-focused financial outcomes. My expertise spans: Self-Managed Superannuation Funds (SMSFs): strategy, compliance reviews, property acquisitions, LRBAs, pensions, and Division 296 planning. Business and Investment Structuring: family trusts, unit trusts, and company governance for asset protection and tax efficiency. Property and Commercial Transactions: GST and stamp duty treatment, valuations, and structuring for both residential and commercial assets. Tax and Advisory Services: compliance management, proactive planning, and succession or estate-planning integration. I’m passionate about combining technical accuracy with practical, client-centred advice—helping clients not only meet their obligations but also understand the “why” behind each decision. Based in Western Australia, I work with clients locally and interstate who value integrity, clarity, and strategic foresight.