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Superannuation & Investment Strategists |
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To
provide
quality services by understanding your needs and taxation
responsibilities and applying the tax laws to achieve the best results
for you.
Julie-Anne has been a member of CPA Australia since 1990, is a Registered Tax Agent and a Certified Financial Planner. She has been involved with the Accounting and Superannuation Industry for over 12 years and has worked in the Merchant Banking, Manufacturing, Local Government and Public Practice areas. Julie-Anne now specialises in tax minimisation structures and tax effective investment planning, self-managed superannuation funds, salary packaging and negative gearing strategies. ![]() |