An independent SMSF service provider directly supporting advisers and accountants since 2010. We are dedicated to providing a strategic administration service of excellence, efficiency and effectiveness.
Our focus is, and always has been, to enhance the efficiency and effectiveness of your business and the relationships you have with your clients. We go above and beyond to support you in all aspects of your clients’ SMSFs.
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. I approached Cavendish Super and commenced as manager for QLD/NSW and Head of Education. This was my first employee position since a couple of part time stints in my Uni days. Following the purchase by AMP and subsequent reorganisations 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. I was having a great time so why did I resign?
I like that disruption is taking place in this sector and, as I’ve done a bit of disrupting myself in my time, I had to be a part of it. 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.
I enjoy helping advisers create a material difference to their client outcomes and the value of their firms. I don’t take myself seriously but I do take my responsibilities very seriously indeed. I have acquired this firm, a boutique SMSF administrator with a successful history and a highly professional and experienced team, so that we may provide a best-of-breed service that caters for your requirements whilst reflecting my extensive experience.
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.
In Part 3 we investigated the maths behind excess concessional contributions tax. Bill’s example showed that, after undergoing this somewhat convo...
In this Part 3 we investigate the maths behind excess concessional contributions tax. The 3 parts lay the foundation for a consideration of the maki...