We are sometimes asked “Why do so many different people contact me? I thought I had one account manager.”
The answer to that is simple: yes you do, and they have support staff to enable them to focus on the accounting complexities.
We are a specialist SMSF accounting firm and have designed our SMSF set up and administration system to be as efficient and effective as possible, and to make sure the deadlines are met. SMSF administration is highly complex, requiring extensive knowledge and skill, in an ever-changing environment where the ATO makes constant changes to its rules and regulations, and the banks and outgoing superfunds make their own ad hoc changes also.
Having an experienced, expert accountants follow up on certain administrative tasks is simply not a wise use of resources and is not in the overall interests of our clients, so we have support staff to ensure that time and expertise is used where it is most needed. This means you will likely interact with various members of our team, as they support your designated account manager, all of which is overseen by the team Managing Director, either Mary-Jane (setup) or Peta (accounting).
Meet our core SMSF setup and accounting team. Click here to read more about who they are and what they each do here.
