Bill Stephen

Title

Managing Partner - Perth office
Partner - Superannuation

Experience

Bill provides advice to a wide range of SMEs in all aspects of income tax and business planning.  He also provides personal tax advice and estate planning, to a number of private clients, with a particular interest in superannuation.

Sector experience

Since 1991 Bill has been responsible for all aspects of superannuation services to all clients of the firm’s Perth office, including establishment of Self Managed Super Funds and pension funds, annual compliance requirements, advice to employer sponsored superannuation funds, retirement planning and all related superannuation matters.

Professional qualifications and memberships

• Member of the Institute of Chartered Accountants
• Bachelor of Business-WAIT
•  Diploma of Financial Planning