Specialist member of Australia’s peak industry body and foremost authority on self-managed superannuation. Karen has attained the qualifications of Specialist Auditor and Specialist Advisor. Karen is also a Registered ASIC SMSF Auditor.

 

SMSF Specialist Auditor  

This accreditation is specifically for audit professionals recognised for their specialist skills and knowledge required through statutory obligations, Auditing & Assurance Standards and AASB Guidance Statements. Karen is able to provide independent SMSF Audits or advise in relation to potential SMSF risks and breaches with the aim of rectifiying for the trustee's prior to any further negative consequence.

 

SMSF Specialist Advisor  

This accreditation recognises SMSF specific skills and knowledge as well as knowledge of the Superannuation Industry Supervision Act, Income Tax Act and Corporations Law. Karen is able to advise in relation to;

• SMSF legislation and technical issues

• Estate planning trends and strategies

• Limited recourse borrowing arrangements

• Contributions, limits, excess and penalties

• Death, disability and divorce

• Investment strategies

• Business succession opportunities

• Small business CGT concessions

• Insurance coverage

• Pensions and transition to retirement