Sarah Martin

Sarah Martin

SSA
Company
Shadforth Financial Group Ltd
Title
Client Service Manager SMSFs
Profession
SMSF Administration
Address
L32/158 St Georges Terrace, Perth WA 6000, Australia
Phone
08 9324 6000
Qualifications
SSA (Designation) - SMSF Association, 2011
Advisor

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!

Get in touch with Sarah Martin