How We Can Assist You

We can help and guide you in the following areas -

  • Advising whether a SMSF is appropriate for you and your circumstances

  • Tailoring a solution for your personal needs

  • Advice and strategies

  • Trustee requirements

  • Legislative and compliance updates

  • Regular reviews to keep you on track.

 

The first step in your financial freedom

Please give the team a call on (03) 9543 5660 and have a chat to see if we can help you.

Tiffany Galbraith - Strategic Adviser

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Diploma of Financial Planning

Tiffany specialises in Self Managed Superannuation Fund (SMSF) accounting/ tax and personal tax, SMSF audits and other small audits, she also runs the Audit department. Tiffany also oversees the tax share department, this involves compiling share histories for clients to enable capital gains calculations to be performed and maintaining share registries for tax and Super fund clients.

Qualifications and memberships

  • Public Practice Certificate – CPA Australia
  • Tax Agent – National Tax Agents Board
  • CPA – CPA Australia
  • Bachelor of Business – Victoria College

Financial Services & Credit Guide