Summary

I am a Registered Tax Agent, Chartered Accountant, and Authorised Representative of the SMSF Network Advisers, with extensive experience helping individuals, business owners, and families optimise their self-managed superannuation funds (SMSFs) within the context of their broader financial circumstances. As the founder and director of New Leaf Advisory, I built a practice on the values of Growth, Communication, Vision, and Trust, which guide the tax advice and solutions we provide to our clients and community. I specialise in integrated SMSF and tax advisory, providing practical, tailored strategies for SMSF setup, compliance, contributions, pension structuring, and wealth creation—all aligned with tax planning, corporate structuring, and financial goals. By looking at each client’s full financial picture, I help trustees make informed decisions that maximise superannuation outcomes, minimise risks, and support long-term prosperity. My approach is contemporary, technology-enabled, and highly personalised, combining efficient processes and data-informed recommendations with the human touch that builds trust and understanding. I take pride in identifying opportunities that might otherwise be overlooked, delivering tangible benefits for SMSF trustees across Sydney and the Sutherland Shire.