Paul is a Consultant within the firm's Superannuation division.
Paul is well known for his expertise in all aspects of superannuation and self-managed superannuation funds. Paul has the ability to simplify complex superannuation issues and explain them in a manner that people understand.
Paul is a specialist in providing superannuation advice particularly in connection with self-managed superannuation funds. Once Paul has provided this advice he sets to execute this through the preparation of financial reports, annual reporting and management of compliance issues for self-managed superannuation funds.
Paul has expertise in estate planning and has assisted numerous clients to ensure that when they pass away their assets get transferred in the most tax-effective way to beneficiaries which provides comfort and peace of mind.
A Bachelor of Arts in Accountancy graduate from the University of South Australia. Paul is also an Associate of Chartered Accountants Australia and New Zealand and a Fellow of The Tax Institute.
Paul’s experience in the self-managed superannuation space means he has a solid understanding of the complex rules and regulations surrounding superannuation and he uses this knowledge to optimise results for his clients. He is called upon to provide training sessions to clients, professional bodies and staff because of his knowledge on the ever changing superannuation rules.
Assisted a client to transfer personal assets into a self-managed superannuation fund.
Through strategic long term planning these transfers have resulted in the client saving a large amount of income tax and also reduced future Capital Gains Tax payable.
Aided clients use capital gains tax concessions to reduce tax.
Through Paul’s careful planning many clients have transferred business properties into their self-managed superannuation fund without paying Capital Gains Tax.