I’ve never really fit the mould, which doesn’t seem a good thing when you are a member of the traditional and conservative accounting profession, but I wouldn’t have it any other way. It’s no wonder I’ve found my feet in the SMSF space. By definition, every individual who has started an SMSF is not following the status quo – and I’m passionate about supporting those who want to do things differently so they can do it well.

I really enjoy the opportunity to collaborate with other professionals, especially those who are pushing some boundaries and delivering their services in a new and fresh way. I truly believe that for us to move our industry forward, we need to focus on what COULD BE rather just accepting what we have in the present. That ideal of not being constrained by history, and looking to the future, is a big part of what I bring into our business and also the businesses of professionals I work with.

Kris’ Qualifications

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I’m the type of person who needs to make a difference. My role at Superfund Wholesale gives me the opportunity to help a maximum number of people by assisting professionals to help their clients.

Prior to joining the Superfund Wholesale team, I had the opportunity to help build a successful and profitable specialist SMSF administration and business called My Super Advisor. I now use this experience to help other advisers with their own practices so they can better service their clients. The favourite aspect of my role includes leading a fantastic team, as well as assisting advisers with any SMSF technical queries.

Rob’s Qualifications

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I work closely with financial advisers and oversee much of the daily accounting and compliance work handled by our team. Working in a specialist SMSF role has given me exposure to a lot of unique situations that I simply never saw in a general accounting role.

This experience is invaluable when it comes to providing the best possible SMSF advice to the advisers I work with. I love being able to help and educate ANYONE regarding when it comes to SMSFs – I have my own fund as I believe you should practice what you preach!

Luis’ Qualifications

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I am responsible for a the annual compliance requirements for most of the SMSFs we look after on behalf of advisers and other accountants. I have a background working for one of Australia’s largest specialist SMSF auditing businesses, so it was a relatively easy transition when I moved into an accounting role with Superfund Wholesale in 2012.

The extensive training and technical knowledge I gained as an auditor really helps when dealing with the compliance aspects of my role. Working with the Superfund Wholesale team is really exciting as our growth provides me with exposure to a number of different businesses which makes things very interesting.

Sarah’s Qualifications

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My role is to setup new SMSF’s on behalf of the advisers and accountants as well as working with them on a monthly basis to ensure their clients’ funds are up to date. I am currently completing my Bachelor of Commerce, and by working at Superfund Wholesale I have gained experience that I would never get from simply studying all day every day.

On a daily basis I encounter new problem to solve or a more technical knowledge that I can use to the benefit of the clients, I can already see that I am moving ahead of the typical university student because of my experience in working with SMSF’s. Sport and fitness in general is a great hobby of mine, from sports like Rugby or Boxing all the way through to Cycling, I love getting outdoors, getting active and enjoying the sunny Gold Coast!

Jack’s Qualifications

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I’m the newest member to the Superfund Wholesale team, with a major part of my role supporting and assisting the SMSF Accountants with your lodgements, bank and investment accounts. My role at Superfund Wholesale is great for me, as I am always working with a number of different clients accounts, which brings together my two passions (people and numbers).

I like to think of myself as your modern day bookkeeper, who enjoys the team environment at Superfund Wholesale.

When i’m not at work I enjoy days at the beach, reading a good book or travelling the world and discovering new places.

I have a Bachelors degree in Accounting.

Kate’s Qualifications

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I’m ASIC Management and Administration at Superfund Wholesale. My primary responsibilities include dealing with ASIC and the ATO as well as the establishment of new SMSFs or corporate entities. I also provide administrative support for the team which includes anything from answering the phone to applying for ABNs or lodgment of SMSF tax returns.

I’m a problem solver and enjoying getting things sorted out – although this can be challenging when dealing with Government departments! It’s nice to know that I’m lifting this burden from our clients however. Outside of work I love spending time with my two young kids, shopping, travel and holidays (give me a nice resort and a cocktail anytime!) and spending time with friends and family.

Racquel’s Qualifications

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I’m an entrepreneur with the opportunity to guide a gifted group of people equally passionate about delivering better options for advisers to direct their clients. What I love most about my job is that we’ve created a high performance business that helps advisers achieve great outcomes. Innovation makes me excited. And I love working with people with a passion and a vision.

My hobbies include golf and motor sports. Growing up, my Dad told me, “You will make more money with your head than your hands”. My personal, and business philosophy, is that we can always improve and do better.

Kevin’s Qualifications

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I am Managing Director at Superfund Wholesale. What I love best about my job is that as an adviser, I am passionate about the SMSFs space and passionate about helping other advisers grow this area of their business.

Helping clients put long-term plans in place that really achieve their goals is what makes me get out of bed in the morning. My favourite quote is the old faithful ‘never give up’ – it’s my mantra in business and in my personal life where my hobbies include long distance running and golf.

Peter’s Qualifications

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As a director of Superfund Wholesale and also having a long history in financial planning, it is very satisfying to assist our awesome team to provide outstanding service to other planners. Working closely with the team on a day to day basis means that we are able to solve problems together that would have flumoxed one of us alone.

The Myers Brggs personality test categorises me as a Mastermind, so I love getting to the granular detail level when it comes to problem solving. On the weekends I like tinkering with my vintage timber launch and spending time with my family including two handsome little grandsons. Believing in the power of positive thinking, one of my favorite quotes is; ‘whether you think you can or you can’t, you’re probably right’!

Mark’s Qualifications

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I’m the person who oversees the day to day operations and it’s my job to ensure our clients receive the best possible service. Although I have many years experience looking after the accounting functions of SMSF clients I’m not an accountant by trade. My passion and qualifications reside squarely on the advice side of the business. Being a catalyst for positive change in my clients financial lives is definitely the best part of my role.

Getting to know our clients has been absolutely fantastic. I love the challenge of helping people reach their goals. The satisfaction I get from knowing that I’ve helped another person stay on track or reach something they’ve been aiming for is what makes me come to work each day and love the job I do. Outside of the office, along with running around after a 3 year old, I love keeping active and getting to the beach any chance I can get.

Chloe’s Qualifications

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I’m an SMSF Accountant at Superfund Wholesale. I like to think of myself as a fun accountant – who says numbers have to be boring? I definitely found my calling when I started to specialise in SMSFs – they are such an awesome tool to help achieve your financial goals. In my day to day role and am always happy to help in any way I can, both my beautiful clients as well as my colleagues.

The close relationships I form with clients help me to do the best job I can for them. The more I can help, the happier I am. I’m a member of my family SMSF. Outside of work I enjoy spending time with my family and friends, learning more about different places around the world that I visit, love everything to do with Halloween and absolutely love Minions. Just call me a Super Minion!

Ashleigh’s Qualifications

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I’m an SMSF Accountant at Superfund Wholesale. The major aspect of what I do each day is guiding the clients by helping them with whatever they need. Although there is an element of debits and credits in my role, the technology we use reduces the number crunching and enables us focus on the more important aspects of SMSF admin.

I will admit however that I take a certain satisfaction from having a tidy set of accounts completed with no guesstimates or loose ends. Outside of work I love read, travel as much as I can, quilting (getting better with each one!), helping with charity events and fundraising and spending time with my family – including my darling puppy Georgie.

Sonia’s Qualifications

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I’m an Assistant Accountant at Superfund Wholesale. I see myself as the grease that keeps the machine going. My primary role is to keep our clients accounts up to date and completing monthly reconciliations – and yes – this means I’m the one sending you emails each month asking you questions about any abnormal transactions. There is always something new to learn and every SMSF is unique depending on what they contain and how the trustees choose to investment.

I work very closely with the awesome accountants and advisers in the team as my role is so intertwined with what they do. I also like that SMSFs are very black and white. There are rules how things are done and that is what you work within. Seeing the final results of my hard work is very satisfying – whether it be a clean and up to date SMSF at work or a completed prop or costume at home. Yes – I am a ‘pop-culture enthusiast’ (music, movies, cartoons, comics) as well as an avid Gamer. I’m also an amateur dress maker and aspiring prop maker, and looking to start making armour this year. I also have a trip to Japan planned this year which is extremely exciting!

Emily’s Qualifications

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