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.
Alanah uses her knowledge and skills to develop strategies and find solutions to complex issues involving superannuation and taxation.
Bachelor of Accountancy
Member of Chartered Accountants Australia and New Zealand
Chartered Tax Adviser of The Tax Institute
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.