Director, SMSFs & Estate Planning
Julie has spent over 25 years advising private clients on the legislative application and strategic opportunities that arise with SMSFs. She has deep experience with assisting clients to ensure their estate and incapacity plans are legally tailored as well as optimised in relation to asset protection and tax effectiveness.
She is an industry-recognised educator and speaker. For many years she has provided strategic and technical support, education, and consulting services to hundreds of accountants, advisers and lawyers around Australia. She regularly writes for industry publications and has had the pleasure of educating thousands of SMSF Trustees.
Julie can assist clients with the implementation and management of a solid investment plan in order to achieve retirement goals, as well as implementing protection strategies in the case of adverse events.
Bachelor of Business (Accounting/ Computing), Griffith University
Certified Practising Accountant (CPA Australia)
SMSF Specialist Advisor (SSA)