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Professional Background
Julie is a Principal in the Business Services and Superannuation division of Pitcher Partners Perth. Julie has over 18 years' experience in public accounting and consulting in Australia. She provides consultancy services to clients in relation to all aspects of self managed superannuation funds including:
- Formation of funds
- Investment opportunities and restrictions
- Lump sum payments, pensions alternatives and Reasonable Benefit Limits type third bullet here
- Estate planning and Binding Death Benefit Nomination
Areas of Expertise
- Taxation and business consultancy advice to a practice of SME clients in the retail, horticulture and agricultural industries
- Advice in all areas of income tax, goods and services tax, capital gains tax and fringe benefits tax for SME clients
- Succession planning advice on wills, trust deeds, company formation, land transfers and stamp duty issues
Professional Qualifications and Memberships
- Bachelor of Commerce - University of Western Australia
- Member of CPA Australia
- Member of Self Managed Super Fund Professionals Association of Australia (SPAA)
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| Contact Details |
| Telephone: |
08 9322 2022 |
| Facsimile: |
08 9322 1262
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| Email: |
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Accountants Auditors Advisors
Our Structure
Melbourne
