David Palmer

Areas of Responsibility

David is our Head of SMSF Services. This section is in charge of the compliance and administration of over 400 Self-Managed Super Funds.

David is highly qualified in this area earning the highest designations from all of the leading professional associations:
- SSMSF Specialist from Chartered Accountants Australia and New Zealand;
- SMSF Specialist Advisor from The SMSF Association.

Areas of Expertise

David is the gatekeeper between our valued SMSF clients and the complex regulatory minefield that is SMSF. She regularly advises clients on the administration of:

• Taxation and Accounting
• Structuring
• LRBA
• Pension and Income