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About us

Since 2007, Keep It Simple Super has helped Financial Advisers and Accountants deliver best practice SMSF compliance with simple, hassle-free client solutions

We work closely with our clients to customise their SMSF service so they can easily and confidently grow their SMSF businesses.

Why our clients love us:

Our key people

Our team is 100% Australian-based and comprehensively trained in SMSF Administration, compliance and SMSF software. All members of our team are selected based on their integrity, technical ability, reliability and cultural fit.

Director

Julie Taylor

Julie Taylor is the Founder and CEO of Keep It Simple Super. She is a Chartered Accountant and Registered Tax Agent who has specialised exclusively in SMSF administration since 1999. Accredited as an SMSF Specialist Advisor in 2005, Julie was awarded the 2010 SMSFA CEO scholarship for her commitment to best practice in the SMSF industry. Julie was also awarded the 2013 SMSFA Chairman’s Award in recognition of her outstanding contribution to the SMSF Association and the SMSF sector. In 2015, Julie was commissioned to write the Best Practice module of the Graduate Certificate in SMSF which underpins the Chartered Accountant SMSF Specialisation program. Julie currently serves on SMSFA’s National Education Committee.

Head of SMSF Administration

Shane Lynch

Shane Lynch is a CPA and Registered Tax Agent who began his career in public practice in 2000. In 2007, Shane made the decision to specialise exclusively in SMSFs and was accredited as an SMSF Specialist Advisor in 2011. Shane joined us in 2016 and heads up our SMSF administration service applying the extensive SMSF knowledge and experience he gained at a leading SMSF firm servicing financial planners and accountants across Australia.

Business Development and Customer Care

Matt Heighway

Matt Heighway began his self managed superannuation career in 2000.  He has extensive experience in all aspects of SMSFs having held leading positions in SMSF Audit, Software, Actuarial and Administration businesses.  Matt brings this breadth of industry knowledge to his business development role, helping us better engage and service Financial Advisers and Accountants across Australia.

There are lots of SMSF Administration providers out there, but not all of them are equal.

If you are looking for affordable, Australian based and best practice, get in touch today.