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“I provide pro-active solutions for our clients to help them make the most of their superannuation fund “
The quality of your retirement-life can depend heavily on the management of your self-managed superannuation fund (SMSF).
Thinking outside of the box and drawing on extensive experience, Rebecca ensures that creative strategies are applied to maximise return on investment. She pairs a keen eye for detail with a deep understanding of the intricate rules and regulations behind SMSFs in order to provide expert guidance to clients at all stages of life.
Rebecca started her career at William Buck as a graduate accountant in Business Advisory and soon developed a Superannuation specialisation. Having a high level of expertise in the two disciplines enables Rebecca to provide a comprehensive service for clients, ensuring tax and superannuation issues are a well managed part of their overall financial wellbeing.
Rebecca is always seeking out new learning opportunities, and appreciates that this is an important part of working with SMSFs. As a leader, Rebecca emphasises the importance of this to those around her, and encourages enthusiasm towards such opportunities.
- Family Groups
- High Net Wealth Individuals
- Bachelor of Commerce
- Member of Chartered Accountants Australia and New Zealand
- Specialist member of the Self Managed Super Fund Association
- Superannuation Tax Law
- Property Investment