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Julie Dolan

Julie Dolan

Director, Head of SMSFs and Estate Planning, Enterprise

KPMG Australia

Julie has spent more than 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.

Areas of expertise
Asset Management Enterprise Financial Services Middle Market Tax solutions Wealth - small and medium enterprises Wealth Asset Management
Education and qualifications
  • Bachelor of Business (Accounting/ Computing), Griffith University

Accreditation
  • Certified Practising Accountant (CPA Australia)

  • SMSF Specialist Advisor (SSA)

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