ABOUT
Our mission is to offer an independent and personalised service to help you take the complexity out of managing your SMSF by relying on our expertise.
Our business was established in 2008 to service the growing demand for an independent, accurate and complete self managed superannuation fund (SMSF) administration provider. Our SMSF services are designed to allow trustees to focus on the day to day management of their SMSF whilst enlisting our specialist help to assist with their reporting and other statutory obligations. In essence, our mission is to take the complexity out of superannuation. We services various clients in all states and territories of Australia.
WHY PARTNER WITH US?
Each director has over 24 years experience in the SMSF sector which equates to a combined 70+ years of experience at your fingertips. Through our experience we have seen substantial changes. Not only to the SMSF sector, but to also how people interact with one another. We believe in independent thinking in order to help you achieve your goals. By partnering with us you can expect to have the best service, delivered by the best people - Always.
Only dealing with qualified accountants who are members of CPA Australia or the Institute of Chartered Accountants means that you are dealing with professionals bound by a code of ethics.
The directors also strongly support client privacy and confidentiality. In order to maintain the highest standards of internal control, we do not offshore our work to any overseas country.
THE TEAM
DAMIAN GRECH B.BUS (ACC), FCPA, SMSF SPECIALIST ADVISOR™, JP, REGISTERED TAX AGENT
Damian is a Fellow of CPA Australia who began his career as a cadet accountant gaining experience in business services, taxation, auditing and superannuation. Early in his career Damian’s accounting and professional interests were directed towards superannuation. This resulted in a focus towards the relatively new, yet rapidly expanding field of self-managed superannuation funds. Damian is a SMSF Specialist Advisor™ accredited with the SMSF Association. Damian is the head of the administration, compliance and advice division of the firm which provides technical assistance to a wide range of clients around Australia covering a myriad of SMSF issues. Damian is an authorised representative of Capstone Financial Planning Pty Limited. Damian resides in the Blue Mountains with his wife and three daughters.
ANDREW CREWS CA, CFP, JP
Andrew has been in the financial services industry since 1995 with experience in both the accounting and financial planning professions, specialising in superannuation and investments. Andrew is a Chartered Accountant and a Certified Financial Planner® professional. Currently Andrew provides financial planning and investment advice to a broad range of high net wealth clients. He is an authorised representative of Fitzpatricks Dealer Group Pty Limited ABN 33 093 667 595 AFSL No 247 429.
WINSOME HOWSON B.COM, CA, SMSF SPECIALIST ADVISOR™,REGISTERED SMSF AUDITOR
Winsome is a Chartered Accountant with over 35 years accounting experience and is the head of the audit services division. Winsome is also a registered SMSF auditor with the Australian Securities and Investments Commission (ASIC). Winsome’s business services background gives her insight into the issues involved in small business, superannuation and retirement options. Winsome has specialised in the area of superannuation, in particular SMSF auditing for the last 18 years. She enjoys spending time with her family.