Beverly joined the team in 2008 after working in the industry for 20 years and is now the SMSF & Compliance Manager.
- Providing advice and support to her clients
- Attending to regulatory requirements necessary of SMSF clients
- Preparation of SMSF Financial Statements & Income Tax Returns and related regulatory reforms
- Administration of SMSF lodgment program
- Maintaining SMSF software
- Preparation of business entities & individual Financial Statements and Income Tax Returns
Cooking, catching up with girlfriends and spending time with her little girl.
(03) 8790 7719