(Bachelor of Science, CPA, Diploma of Financial Planning)

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:

• a Registered Tax Agent;
• a Registered ASIC Agent; and
• a Member of CPA Australia.

(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; and
• A Member of CPA Australia.

(Bachelor of Commerce, CPA)

Neil is our SMSF Manager who has over 20 years experience in the accounting industry, and has specialised in SMSFs since 2008. He has run accounting teams in a leading SMSF administrator and mid tier accounting firm, and is also an experienced registered SMSF auditor.

(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, CPA)

Joanna is our SMSF Manager 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.

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.

(Bachelor of Commerce, Diploma of Financial Planning, CPA)

Tim has multi-faceted experience in Superannuation and has specialised in the SMSF industry since 2008. Throughout his career, Tim has also been involved with Defined Benefit and Corporate Super Funds, and has travelled interstate on numerous occasions to provide education to super fund members. Tim’s passion is to see all SMSF client’s feel confident in their retirement, and this is evident in the quality work he produces and in his desire to grow the SMSF industry. While he’s not at work, Tim enjoys a day out with his wife and three kids, taking photos and playing the drums.