Tracey Norris

Brisbane

Director - Superannuation Services

Superannuation Services

   +61 7 3222 8444

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Professional Background

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.

Industry Experience

  • High Wealth Individuals and Family Groups
  • Medical Practitioners
  • Motor vehicle industry
  • Self managed superannuation funds
  • Superannuation
  • Wholesaling

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

Services & Specialisations

Accounting and Business Advisory

Accounting and Business Advisory

Information in business is the key to being able to make the right decisions at the right ...

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Tax Advice and Compliance

Tax Advice and Compliance

Tax affects every individual, public, private and multinational company, each with their o...

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Estate Planning

Estate Planning

The preparation and maintenance of an Estate Plan is an effective way of ensuring that a p...

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Family Office Management

Family Office Management

When wealth accumulates in a family and is passed on through one generation to another, th...

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Superannuation Services

Superannuation Services

In an increasingly complex and regulated environment, engaging the right professionals to ...

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