Sarah Martin

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Company Shadforth Financial Group Ltd
Title Client Service Manager SMSFs
Profession SMSF Administration
Address Level 28 152-158 St Georges Tce PERTH WA 6000
Email [email protected]
Phone 08 9324 6000


I am an SMSF administrator and have been working at Shadforth Financial Group since 2003. My role is to assist financial advisors in all aspects relating to their SMSFs:
- Co-ordinate with various accountants the yearly production of financial statements and income tax returns,
- Preparation of yearly compliance minutes, including investment strategies,
- Preparation of other trustee minutes relating to any fund changes and specific transactions.
- Review and update of Trust Deeds as required.

I have specialised in the SMSF industry, working initially at Mastertrust FlexiPlan Australia which became MLC Masterkey Custom, then financial planning group Gannon Growden Schonell which became Shadforth Financial Group.

I am passionate about all things SMSF and I thoroughly enjoy attending SMSF Association events. The association keeps my knowledge up to date and I enjoy catching up with my like-minded peers at the same time!