Tracey has a variety of experience that allows her to understand the bigger picture when advising clients on superannuation issues and providing commercial outcomes. She has worked with various industries supplying general taxation advice to small business' before specialising in self managed super funds (SMSF's). This experience allows her to provide good strategic outcomes when combined with our business services advisors.
Tracey's wealth of experience in the SMSF market combined with her passion to deliver a personalised service means she will work closely with you to deliver advice and service that meets your needs now and serves you well into the future.
- High Wealth Individuals and Family Groups
- Medical Practitioners
- Motor vehicle industry
- Self managed superannuation funds
Memberships & Qualifications
- Advanced Diploma of Financial Services (Superannuation)
- Bachelor of Commerce (JCU)
- Member of the Institute of Chartered Accountants in Australia (ICAA)
- Fellow - Institute of Chartered Accountants in Australia
12th November 2018
The changes, first brought into effect in July 2017 to the transfer balance
cap, impact individuals who might have considerable assets in superann...
Services & Specialisations
Information in business is the key to being able to make the right decisions at the right ...Discover More
Tax affects every individual, public, private and multinational company, each with their o...Discover More
The preparation and maintenance of an Estate Plan is an effective way of ensuring that a p...Discover More
When wealth accumulates in a family and is passed on through one generation to another, th...Discover More
In an increasingly complex and regulated environment, engaging the right professionals to ...Discover More
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