Early in her career Tracey had the opportunity to work with self managed superannuation funds leading her specialise in this area. After running her own specialist SMSF practise Tracey joined the Team at PKF Lawler heading the Superannuation Team.
Tracey is actively involved in the SMSF Association (formerly known as SPAA), joining as a general member in 2005 and attaining her SMSF Specialist Advisor accreditation in 2008. In 2013 she attained her SMSF Specialist Auditor and became an ASIC Registered SMSF Auditor.
In 2011 Tracey joined the SMSF Association WA Chapter Committee, becoming Chapter Chair for Western Australia and a member of the National Membership Committee in January 2012.
She is a regular speaker at events for trustees and industry professionals and has also published articles.
Tracey is experienced in all aspects of SMSF including fund establishment and administration, taxation, compliance, estate planning, contribution strategies, pension planning & strategies, pre-retirement strategies, property and limited recourse borrowing and SMSF Audit.
Her professional affiliations & registrations include:
- Member of CPA Australia (CPA)
- SMSF Specialist Advisor (SSA') with the SMSF Association
- SMSF Specialist Auditor (SSAud TM) with the SMSF Association
- ASIC Registered SMSF Auditor
- Chartered Tax Advisor (CTA) of the Tax Institute
- Fellow of Finsia (F Fin)
- CPA SMSF Specialist
- RG146 Compliant
- Authorised Representative No. 406430 of Pendragon Capital Limited