Our team is personally committed to your business success. Our understanding of both the strategic and human aspects of SMSFs will benefit your clients and, therefore, your business. We stay at the forefront of all the latest SMSF changes and trends. We provide the level of strategic administration you require for your clients to not only remain compliant, with all documentation lodged on time and accurately, but also to benefit from the many additional, but often ignored, finer SMSF features.
Our services are provided on a business to business basis only. As a financial planner it is important for you to know that we are not licensed to provide direct client advice and will never be in competition with you. We will, however, refer direct client inquiries to you. Our comprehensive tax services also allow you to protect your client base as we are capable of providing general tax services as a one-stop-shop if you wish.
Incorporated in 2010, we are large enough to provide advanced SMSF resources but small enough to maintain a personal approach. We are a specialist, boutique firm and will stay that way to ensure that our service standards do not diminish. Our team members are dedicated to enhancing your business success. Our fee structure ranks with the most competitive in the business.
We are continually seeking ways to improve what we do and would value knowing what additional feature or service would be important to your business. Why not phone me, David Busoli, on 0499778584 to discuss how we can benefit your SMSF business?
I have been involved in financial services since before SMSFs existed. I’ve generally been principal of my own firms and have had a wide range of practical experience in accounting, tax advice, financial planning, stock broking, mortgage broking, investment advising and as a dealer principal. I’ve specialised in SMSF compliance & administration, strategic advice, deed construction and education since 1994. I was one of the earliest members of the FPA and a foundation member of the SMSF Association. Most importantly, I’ve kept my sense of humour throughout.
I was CEO and major shareholder, along with Macquarie Bank and others, of an SMSF admin business which grew to be one of Australia’s largest. I sampled retirement for a short time after the firm was sold in 2009 but soon realised that would never happen as SMSFs are my passion. Further, I’m lousy at fishing and golf and my long suffering wife wanted some peace so I became manager for QLD/NSW and Head of Education for Cavendish Super. Following its purchase by AMP my role became Executive Manager, SMSF Education for Superconcepts which I thoroughly enjoyed. I maintained and facilitated the 3-day Adelaide University SMSF Intensive, created and delivered numerous SMSF courses and presentations and was actively involved in the accreditation and subsequent mentoring of a significant number of current day SMSF practitioners.
With the realisation that corporate life was not for me I resigned to return to run my own SMSF business once more. I could never stand the attitude that something should be done a particular way because that’s the way it has always been done but, on the other hand, I am disturbed by some of the emerging trends that run counter-productive to delivering real value. My focus is to assist financial advisers and accountants to enhance their SMSF services. Our dedicated team is continually introducing innovative tools and processes designed to set industry standards. Our portal and associated SMSF Toolbox functionality is unique to the sector. What I find exciting is that each innovation presents the opportunity to innovate even more.
I enjoy helping advisers create a material difference to their client outcomes and to the value of their firms. I don’t take myself seriously but I do take my responsibilities very seriously indeed. Why not contact me for a chat? I’d be delighted to explain how we can be of value to you.
I have always been passionate about efficiency and accuracy. My partner says I’m annoyingly pedantic. This role gives me the opportunity to provide a service that insists upon the highest standards, delivered in a way which is professional yet friendly. It’s incredibly satisfying to watch our clients’ businesses grow and know that we have played a part in that. The worst aspect of SMSFs is the constantly moving regulatory goal posts but, fortunately, we are agile enough to deal with whatever may come.
I followed up my Bachelor degree with a Diploma in Financial Services. For good measure I also completed the University of Adelaide SMSF Intensive Course with Distinction. I hold the SMSF Association’s specialist SMSF Adviser designation and am a registered tax agent.
When I’m not at work I’m usually running and training to participate in marathons and trail based ultra-marathons. If I’m not doing that I can be found with Bodhi, Brisbane’s most amazingly naughty Boston Terrier, usually removing something he shouldn’t have eaten from his mouth…
Being a parent has equipped me to deal with legislative changes at the drop of a hat. I can help advisers out of the proverbial “wet sand” and talk through situations with common sense and compassion as well as a sense of forward thinking, whilst also juggling urgent situations that arise.
Since completing my Bachelor of Laws I have enjoyed practicing the fine art of SMSF strategy, reflected by my specialist SMSF Adviser designation with the SMSF Association. I have now been in the SMSF sector for over 17 years and love the sense of accomplishment I get when problems are solved and we are lodging clients’ returns on time. The SMSF Community is something I enjoy being an active member of. The relationships built mean a lot to me and the ability to work cohesively together as a team to find the best solution for advisers’ clients, the trustees, gives me a sense of immense pride.
On weekends, when I am not studying for my Masters of Law or shuttling children between various sporting and music activities, I enjoy baking, reading a good mystery novel and watching political drama TV while planning our next camping trip as a family.
As a Chartered Accountant with over 20 years’ experience in professional practice I have developed a particular interest in assisting small businesses, high net worth individuals and not for profit organisations. I have a long association with the SMSF Alliance team and, as we share a commitment to excellence, I am delighted to be acting in a consulting role to the firm.
I specialise in income tax law including GST, CGT & FBT and am, in particular, focused on the optimum use of appropriate structures and processes for both businesses and investors.
As senior tax adviser my role is to enable SMSF Alliance to offer its alliance partners the full range of additional accounting services that are usually lacking from specialist SMSF administration firms. Most of these services will be supplied directly by the SMSF Alliance team however, for more complex scenarios, the team will call on me to deal with you directly.
My academic qualifications include a Masters of Business and Bachelor of Economics.