Jonathon is an Manager in Nexia Edwards Marshall’s Superannuation Services division.
With 10 years of experience in the industry, Jonathon is passionate about all areas of SMSFs and is pro-active in assisting clients achieve their superannuation goals. He is detail-oriented which allows him to produce accurate and timely information that helps clients make informed decisions regarding their SMSF’s.
Jonathon deals with SMSFs right from the establishment stage, ensuring clients have the correct structure and legal documentation to suit their needs. His aim is to ensure clients can be at ease knowing that the compliance obligations of their SMSF are taken care of each year. Jonathon’s extensive experience in the industry has given him the tools to assist clients with any technical issues they may encounter in relation to their SMSF’s.
Contribution caps, division 293 tax and accessing superannuation benefits are just some of the areas he assists clients with on a day-to-day basis.
Jonathon also has expertise of complex assets within SMSF’s. Whether it is property, LRBA’s or cryptocurrency, he is equipped with the knowledge to ensure that his client’s investments within their SMSF’s always fall within the laws of the superannuation legislation.
Jonathon holds a Bachelor of Commerce degree Majoring in Accounting, and is also a Member of Chartered Accountants Australia and New Zealand