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Poonam Di Iorio

Poonam Di Iorio

Poonam heads up the Self Managed Superannuation (SMSF) specialist services at Nexia Perth and has over thirteen years’ experience in the compliance and strategic advice of SMSFs.
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Professional expertise

Poonam’s wealth of experience extends across all aspects of SMSFs including fund establishment and administration, compliance, taxation, contribution strategies, commencing pensions, estate planning and wealth management. Poonam takes a genuine interest in her clients and works closely with them to meet their obligations and optimise their benefits of having a SMSF and other retirement goals.

Poonam is actively involved in a number of industry bodies including the SMSF Association. She regularly speaks at events and contributes articles to industry journals and publications. She is a registered Chartered Accountant and a qualified specialist SMSF advisor.

Qualifications

Bachelor of Commerce (Accounting and Finance)

Member of Chartered Accountants Australia & New Zealand

SMSF Specialist Advisor™

Diploma of Financial Planning (DFP)

Certified Financial Planner

 

Specialist skills

News by Poonam Di Iorio

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