Summary

I am an SMSF administrator and have been working at Shadforth Financial Group since 2003. My role is to assist financial advisors in all aspects relating to their SMSFs: - Co-ordinate with various accountants the yearly production of financial statements and income tax returns, - Preparation of yearly compliance minutes, including investment strategies, - Preparation of other trustee minutes relating to any fund changes and specific transactions. - Review and update of Trust Deeds as required. I have specialised in the SMSF industry, working initially at Mastertrust FlexiPlan Australia which became MLC Masterkey Custom, then financial planning group Gannon Growden Schonell which became Shadforth Financial Group. I am passionate about all things SMSF and I thoroughly enjoy attending SMSF Association events. The association keeps my knowledge up to date and I enjoy catching up with my like-minded peers at the same time!