(Bachelor of Science, Diploma of Financial Planning, Advanced Diploma of Financial Services (Superannuation), Diploma of Accounting, SMSF Specialist Advisor™, ASA)
Joe has held numerous positions in the superannuation industry since 2000 ranging from administering Master Trusts and Self Managed Super Funds, developing and testing superannuation systems to being the General Manager of a medium sized Self Managed Super Fund specialist firm. Joe is a:
- SMSF Specialist Advisor™ through the SMSF Association;
- a Registered Tax Agent;
- a Registered ASIC Agent; and
- a Member of the Association of Taxation and Management Accountants.
Phone Number: 0414 706 459
Email Address: firstname.lastname@example.org
(Bachelor of Mathematics and Finance, CPA)
Anthony has been involved in all facets of the operation of Master Trusts, Self Managed Super Funds, Small APRA Funds, Pooled Superannuation Trusts and Eligible Rollover Funds. Since starting in the industry in 1997 Anthony has been the holder of a Proper Authority, the Company Secretary of an ASX listed company, the COO of a superannuation fund administration firm and the Product Manager of a web based SMSF administration platform. Anthony is:
- An ASIC Approved SMSF Auditor;
- A CPA; and
- A Member of the Association of Taxation and Management Accountants.
(Bachelor of Commerce, Graduate Diploma of Tax, CPA)
Basil is our Senior SMSF Accountant who has been working in the SMSF Industry since 2006. Basil has been involved in all facets of SMSFs including, new business, administration, business analysis, strategy and sales. In previous endeavours, Basil was managing a team of 20+ staff looking after 1,300+ SMSFs.
(Bachelor of Arts, Master of Professional Accounting, ASA)
Joanna is our SMSF Accountant who has been working in the SMSF Industry since 2007 for both small and large organisations. Joanna has been involved in new business, administration and strategy implementations. One of her highlights was the completion of 11 years of Annual Returns for a client that had fallen well behind on their compliance duties as a trustee.
(Bachelor of Mathematics & Finance, Advanced Diploma of Financial Services-Superannuation)
Vy is one of our SMSF Accountants who has been working in the Superannuation Industry since 2000. Vy has been involved in the administration and management of operations of various superannuation entities including SMSFs, retail and industry super. She also has experience with investment management, product marketing and Trustee services.
(Advanced Diploma of Financial Services – Financial Planning)
Simon is an SMSF Specialist who has been working in all aspects of the SMSF industry since 2001. Simon has worked with a wide range of contacts in the SMSF industry ranging from financial advisers, stockbrokers, accountants and direct trustees. Simon has held a range of roles in the SMSF industry including managing a large operations team for a medium sized specialist SMSF administration firm. Most recently Simon worked in a consulting role at Class Super, the leading software provider in the SMSF accounting industry. This role saw him consulting and providing training and support for new firms to transition across to the Class platform.
Lance is one of our SMSF Accountants with over 14 years’ experience in the SMSF Industry. Lance began his SMSF journey in 1998 and has held a number of roles in both the accounting/administration & technical services spaces for a medium sized SMSF Provider. Lance has extensive experience working alongside and managing relationships with various SMSF stakeholders, including Accountants, Advisers, Auditors and Direct Trustees.