Qualifications:
- Bachelor of Commerce
- Certified Practicing Accountant (SMSF Specialist)
- Diploma of Financial Planning
- SMSF Auditor
- Registered Tax Agent
- Xero Certified Adviser
Expertise:
- Self-Managed Superannuation Funds (SMSF)
- Tax Planning & Advice
- Cash Flow Projection & Budgeting
About:
Megan grew up on her family's farm near Padthaway and returned to the South-East in 2009 after completing her university studies in Adelaide. With a career dedicated to the accounting profession, Megan thoroughly enjoys exploring all available options to achieve the best outcomes for her clients. She became a Director of the firm on 1 July 2020.
Based in the Naracoorte office and consulting in Kingston each Thursday, Megan provides advice on a wide range of taxation, accounting, business, and finance matters for individuals, partnerships, trusts, and companies. She serves clients across various industry sectors including primary production, retail, professional services, trade, transportation, manufacturing, and health care.
Megan specialises in the complex area of self-managed superannuation and is licensed to audit funds. Outside of work, you can find Megan on a golf course, in the garden, walking the 'creek walk,' or playing table tennis. Her dedication to her profession and clients is evident in her thorough and client-focused approach.
