Alanah is a Partner in Superannuation, a specialist division within Business Consulting.
Alanah deals with all aspects of establishment, compliance and management of self-managed superannuation funds (SMSFs).
With nearly 20 years’ experience, including 16 years at Grant Thornton in the provision of taxation and accounting services for SMSFs, small-to-medium-sized businesses and professionals, Alanah now specialises in SMSFs and their tax implications.
In recent years, superannuation has cast a shadow of doubt over many people’s plans for retirement. Alanah’s aim is to help clients feel confident about retirement and estate planning, rather than uncertain or fearful. Her extensive background in taxation means she can provide advice not only on superannuation but also on an entire group of entities – and, importantly, ensure the most tax-effective outcome.
Alanah is an expert in the field of excess contributions tax, Division 293 tax, pension arrangements and segregated funds. This expertise, coupled with her extensive knowledge of superannuation legislation, can assist a diverse range of clients.
Before focusing on self-managed superannuation funds, Alanah delivered taxation and strategic business advice, specialising in assisting high-wealth investors, real estate agents, health professionals, not-for-profit organisations and primary producers.
Alanah holds a Bachelor of Accountancy degree, is a Member of Chartered Accountants Australia and New Zealand and a Chartered Tax Adviser of The Tax Institute.
Alanah uses her knowledge and skills to develop strategies and find solutions to complex issues involving superannuation and taxation.
Help a client purchase commercial premises for their business.
Alanah’s solution was to set up a SMSF, which contributed money to the fund and used a borrowing arrangement to complete the building purchase. The super fund now rents the premises, partly to the related business and partly to external parties.
Simplify the affairs and limit the assets of a client who had turned 80 and no longer wanted to operate a SMSF.
Alanah first analysed the assets of the client and the fund. She then helped sell the majority of the investments within the fund, and transferred the commercial property to the client’s own name, so that no tax or stamp duty were payable.
Assist a client involved in the financial management of a new retirement village.
Alanah began by helping the client with the accounting aspects of selling the apartments once they were built. She then assisted with the ongoing management of the village and management of the loan funding.
Help a primary producer with retirement planning.
Alanah determined that a self-managed superannuation fund would give the client the best ongoing tax-effective position. She helped establish the fund and roll over farming land into the fund, with no stamp duty or capital gains tax implications.
Advise on the tax implications for a business and self-managed superannuation fund included in a matrimonial dispute.
Alanah helped the lawyers sort through the financial assets involved and agree on a split. This included rolling one member out of the superannuation fund and transferring a commercial property into it.