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Nearing Retirement – Superannuation Webinar Series

Date: March 19, 2025
Time: 12:00 pm - 1:00 pm
Location: Online
Events and Seminars

Are you starting to think about retirement and wondering when you’ll be financially fit to make the move?  Watch our webinar to run through what you need to consider.

 

Please click here for slides.

Marie Ickeringill
Marie specialises in Self-Managed Superannuation Funds (SMSF). Marie leads our Superannuation Division, a team responsible for the compliance and administration needs of our SMSF clients. Marie works closely with our SMSF clients to ensure they are aware of and meet their compliance requirements on an ongoing basis. Marie also develops financial strategies and helps clients to implement these strategies enabling them to meet their financial and retirement goals. Along with current issues Marie can also assist our clients with Estate Planning considerations in relation to their SMSF and superannuation in general.
Joyce Guo
Joyce is an assistant manager within our SMSF division working exclusively with SMSF’s, assisting with their management reporting, GST requirements and BAS preparations. She provides expertise to clients who require help in the area of SMSF cloud accounting systems, particularly in relation to Class Client View. Along with current issues Joyce can also assist our clients with Superannuation in general.