Your SMSF Specialists

An experienced SMSF specialist, Megan provides super advice, planning and administration across:

• Planning and strategy
• Set up
• Audits and compliance
• Smart investment choices
• Structuring funds and pensions
• Support to rectify a fund breach with the ATO
• Tax minimisation strategies

Qualifications and memberships:

• Chartered Accountant (CA)
• Bachelor of Commerce
• Master of Taxation
• Member of the Taxation Institute of Australia
• SMSF Specialist Advisor™ (SSA)
• Diploma of Financial Planning
• Registered Tax Agent
• Registered SMSF Auditor

Carl has over 15 years of accountancy, taxation and superannuation (SMSF) experience in public practice, which has provided a solid foundation for a career as an SMSF specialist.

He is adept in SMSF compliance and administration, as well as specialist superannuation advice and strategies to assist clients in minimising tax on retirement benefits.

Along with an in-depth technical knowledge of superannuation and taxation legislation, and a passion for SMSF’s, he is focused on fostering strong client relationships.

Carl is an SMSF Specialist Advisor™ (SSA) with the SMSF Association.

Ann has worked in the superannuation (SMSF) industry for over 20 years in public practice, and has seen and experienced a wealth of change during that period.

She is proficient in SMSF compliance, administration, audit, and implementation of superannuation strategies.

Her personable approach, all round superannuation knowledge and attention to detail all combine to make Ann an integral part of the Insight Super team.

Ann is also a qualified bookkeeper and is a member of the Institute of Certified Bookkeepers.

Dan has over 10 years of accountancy, taxation and superannuation (SMSF) experience in public practice, which has provided him with a broad knowledge base.

He is involved in SMSF compliance, administration and advice, with this extensive experience enabling him to provide holistic advice that considers a clients’ superannuation fund as well as their individual and business interests.

Having been with Insight Super for over 6 years, he is a valuable member of the team.

Dan has a Bachelor of Commerce and is a member of CPA Australia.