Australia
TriciaKleinig137201895123
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Email Tricia Kleinig
Tel: +61 8 8409 4333

Fax: +61 8 8409 4499

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changing_life

I love the challenge of navigating extremely technical superannuation and tax legislation for our SMSF clients.

Tricia Kleinig

Principal, Superannuation

Coming from a large family and having four of her own children, there’s no doubt Tricia is a people person with a friendly and helpful approach. 

Tricia has a keen eye for detail when it comes to superannuation and loves nothing more than interpreting complex legislation or finding solutions for her self-managed super fund (SMSF) clients.

Tricia started with William Buck in 1986 and worked with the Business Advisory team for many years before developing a specialisation in superannuation funds.

In 2001 she became the inaugural Manager of the newly formed Superannuation Division and is responsible for compliance and advice to over 250 SMSFs.

The Facts:

Core Expertise

  • Superannuation legislation technical advice
  • SMSF accounting and compliance
  • Implementing pension and re-contribution strategies
  • Limited Recourse Borrowing Arrangements
  • BGL 360 software

Qualifications

  • Bachelor of Economics (Accounting)
  • Member of Chartered Accountants Australia and New Zealand
  • Member of SMSF Association of Australia
  • RG 146 qualification

Industries

  • Superannuation
  • Self-Managed Superannuation Funds

Latest Articles

15 January 2018 | Minutes to read: < 1

Purchasing your practice premises in your SMSF

With the recent changes to superannuation legislation, more investors are looking for alternative strategies to accumulate wealth...

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[vc_row equal_height="yes"][vc_column width="1/2"][vc_custom_heading text="Be Informed" use_theme_fonts="yes"][vc_column_text]Be Informed is William Buck's regular newsletter, filled with up to date news and relevant advice for individuals and businesses.[/vc_column_text][vc_raw_html]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[/vc_raw_html][/vc_column][vc_column width="1/2" css=".vc_custom_1608031233465{background-image: url(https://www.williambuck.com/wp-content/uploads/2020/12/Be-informed-pop-up-image-2.jpg?id=17657) !important;background-position: center !important;background-repeat: no-repeat !important;background-size: cover !important;}" offset="vc_hidden-sm vc_hidden-xs"][/vc_column][/vc_row]

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