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.
Established in 2008, our firm was founded to meet the growing demand for a reliable, independent provider of self-managed superannuation fund (SMSF) administration services. We specialise in supporting trustees by handling their reporting and statutory obligations, allowing them to focus on managing their SMSFs effectively and efficiently as possible. Our mission is to simplify the complexities of superannuation, ensuring trustees across all states and territories of Australia receive accurate and comprehensive SMSF services.
WHY PARTNER WITH US?
Each director has over 25 years experience in the SMSF sector which equates to a combined 70+ years of experience at your fingertips. We've witnessed significant changes in the SMSF landscape and understand how these impact our clients. 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.
Client privacy and confidentiality are paramount to us. To uphold the highest standards of internal control, we do not offshore any of our work to overseas countries. Every aspect of our service is conducted with the utmost integrity and dedication to maintaining your trust and security.
THE TEAM
DAMIAN GRECH B.BUS (ACC), FCPA, SMSF SPECIALIST ADVISOR™, JP, REGISTERED TAX AGENT
Damian is a Fellow of CPA Australia, who throughout his early career, gained extensive experience in business services, taxation, auditing, and superannuation. His professional interests quickly gravitated towards superannuation, leading him to specialise in the growing field of self-managed superannuation funds (SMSFs).
As an SMSF Specialist Advisor™ accredited by the SMSF Association, Damian heads the administration & compliance division at our firm. He provides expert technical assistance on a wide array of SMSF issues to clients across Australia.
Outside of his professional life, Damian resides in the scenic Blue Mountains with his wife and three daughters.
ANDREW CREWS CA, CFP, JP
Andrew brings nearly three decades of experience in the financial services industry, starting in 1995. His background spans both accounting and financial planning, with a strong focus on superannuation and investments. Andrew holds credentials as a both a Chartered Accountant and a Certified Financial Planner® professional.
Currently, Andrew dedicates his expertise to providing comprehensive financial planning and investment advice tailored to high net worth clients. He operates as 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 our 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 over 20 years. She enjoys spending time with her family.