Partner - Private Advisory
Stephen is passionate about delivering cost-effective outcomes to his clients, combining technical ability with a practical approach.
Stephen has skills in many key industries, assisting clients with taxation, cash flow management, finance and re-financing applications, accounting systems and general management.
A specialist in Self-Managed Superannuation Funds, Stephen has worked with many clients to help manage their fund. This service includes annual compliance, advice to employer sponsors, retirement planning and all related superannuation matters.
- Stephen has worked with many family business owners and assisted them with succession planning and estate planning issues
- Stephen is in charge of the Adelaide self-managed super fund cell which provides compliance and consultancy services to over 200 self-managed super funds
- Stephen has more than 15 years’ experience in the self-managed super fund sector
Stephen has recently become a CA SMSF specialist member of the Institute of Chartered Accountants in Australia. He is currently only one of 14 SMSF specialists in South Australia. The CA SMSF specialist designation tells employers, clients and the public that Stephen is a trusted advisor in the SMSF sector.
- Bachelor of Arts (Accountancy)
- Chartered Tax Adviser of the Taxation Institute of Australia
- Registered Tax Agent