Simon Harrison

Supervisor

About Simon

“Identifying and implementing wealth creating strategies within superannuation can have a vital role in securing your financial future.”

As a Senior Accountant with the firm Simon has extensive specialist experience in superannuation and offers clients assistance in establishing and managing Self Managed Superannuation Funds (SMSFs). Simon aims to offer SMSF clients strategic plans designed to grow their superannuation and secure their financial future.

Simon also works closely with business accounting clients offering guidance in managing financial records ensuring the information is current and meaningful to the business owner. He is experienced in working with various accounting software packages including Xero, MYOB and QuickBooks.

Simon enjoys being able to deliver clients valuable advice with regard to their financial future benefits this brings to them.

Expertise

  • Taxation compliance of SMSFs
  • SMSF software & systems
  • SMSF strategies
  • Retirement planning

Qualifications

  • Bachelor of Business (Law)
  • Member CPA Australia
  • Xero Certified Advisor