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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

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