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