Our systems and processes are underpinned by the depth of knowledge of our team and the network of SMSF specialists we work with.
Julie Taylor - SMSF Specialist Advisor™
Julie is a key technical resource for our clients. Her SMSF knowledge has accumulated since 1999 when she decided to specialise exclusively in SMSF administration. Since this time, she has been awarded the SMSFA CEO Scholarship for her SMSF technical excellence and leadership and has completed a Professional Certificate in Self-Managed Superannuation Funds from the University of Adelaide. In her role as a member of SMSFA's National Education Committee, she contributes to the ongoing upkeep of the SMSF Specialist Advisor™ accreditation exam. In 2015, Julie wrote the SMSF Best Practice module for the SMSF Association. The module forms part of the SMSFA´s Graduate Certificate in SMSF and underpins their SMSF Practitioner™ accreditation program.
Sally Martin - SMSF Specialist Advisor™
Sally Martin is a Registered Tax Agent who has worked as an Accountant in public practice since 1991. During her time servicing SMSF clients she has completed a Diploma of Financial Advice (Financial Planning) and been accredited as an SMSF Specialist Advisor. As a Client Services Manager, Sally is responsible for meeting our operational service standards and providing technical assistance to our clients and team.
Shane Lynch - SMSF Specialist Advisor™
Shane 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 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.