Summary

With over 13 years of experience in private accounting firms, I am an experienced SMSF Manager at Alexander Spencer, a leading provider of accounting and business advisory services. My values and what builds connection with our client base are honesty and transparency in communication, commitment to helping and finishing what has been started, and dependability. Some of my recent successes: applied for and received ATO approval on private ruling for early commutation of a market linked pension; resolved compliance issues with related party unit trusts; building a new SMSF division within the firm. I am passionate about delivering prompt, forward-thinking, and tax-effective services to our clients, and ensuring that they are well-informed and confident about their SMSF structures and obligations. To get in touch, my contact details are below: Email: [email protected] Phone: 0444 544 199