|Company||Shadforth Financial Group Ltd|
|Title||Client Service Manager SMSFs|
|Address||Level 28 152-158 St Georges Tce PERTH WA 6000|
|Phone||08 9324 6000|
SummaryI 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!