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.
Bachelor of Commerce (Accounting and Finance)
Member of Chartered Accountants Australia & New Zealand
SMSF Specialist Advisor™
Diploma of Financial Planning (DFP)
Certified Financial Planner