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About Us

The right team makes all the difference!

When it comes to helping you achieve the retirement lifestyle you want – experience counts. One of the most important things that separate SMSF Assure from other firms is the expertise, skill and enthusiasm of the high-calibre professionals who work here. We’d like you to meet the people who enable us to offer unparalleled strategic, technical and customer service.

Our Parent Company

SMSF Assure’s parent accounting practice is Charter Partners. Founded in 1932, Charter Partners are Accounting, Taxation, Superannuation, Retirement Planning & Business Development specialists who deliver excellence in professional advice and technical skills. For more information about Charter Partners and its services, please visit www.charterpartners.com.au

B. Bus (Accy), QUT | FCPA, SSA (SMSF Specialist Advisor with the SMSF Association) & Registered Tax Agent

Anthony has over 25 years accountancy, taxation and superannuation (SMSF) experience. He eagerly welcomes a challenge and his passion is in small business accounting, superannuation, consulting and taxation advice. He provides real business benefits for each of his clients and is well regarded for his succinct and accurate accounting skills. Anthony is also a self-managed superannuation fund (SMSF) specialist with Australia’s leading SMSF body, The SMSF Association.

Alongside giving sound advice on business acquisitions, valuations and tax planning, Anthony is also involved in property development. He has project managed the construction and development of a number of commercial properties including the Charter Partners head office building in Gympie and Bourbong Medical Centre in Bundaberg .

Anthony is a highly esteemed and active member of a number of professional groups, associations and clubs including, but not limited to; the Chamber of Commerce, Business Network International (BNI), and the Royal Queensland Golf Club.

Every SMSF must have an independent advisor to help add value to the fund. Only SMSF Specialist Advisors have been accredited by undertaking a program comprising of examinations and an assessment of professional history, experience and ongoing professional development. Now and into the future, through the assistance of an SMSF Specialist Advisor, those Australians who choose the control and flexibility of managing their own superannuation can do so with increasing confidence.You can be confident that a professional who displays the SSA Accreditation has proven competency, independence, SMSF experience and knowledge.

To find out more about the SMSF Association, please go to https://www.smsfassociation.com/

Anthony McPheePrincipal

B.Comm (Acc & Fin) with Distinction | CPA

As the Practice Superannuation Manager, Inga leads a small but dedicated team. The breadth of experience and knowledge gained in a 30-year career working in a variety of finance roles, the last thirteen in superannuation with SMSF Assure, has allowed Inga to bring a new dimension to the practice. Raised on a cattle and sugar cane property, she is only too familiar with the challenges and issues of rural life and business, making her an asset in our semi-rural community.

Inga JarickPrincipal

An eye for detail, a diverse knowledge base plus 27 years experience in the accounting profession (17 of these years at SMSF Assure) have made Lynne a formidable asset to the SMSF Assure team. Her quality control efforts and high standards ensure that any work leaving the office is always the best it can be – this is what makes her the quality champion within the firm. Lynne’s dedication to providing clients with a compliance service that is second-to-none shines through in her consistent, thorough and efficient approach.

Lynne BlakePractice & Compliance Manager

B. Bus (Acc)

Linda graduated from the University of Southern Queensland in 1998 with a Bachelor of Business. She has 14 years superannuation experience, which makes her well placed to understand clients’ requirements. Linda enjoys the personal interaction with clients and strives to provide them with reliable, quality service and foster enduring and productive relationships.

Linda RichardsClient Manager
*Disclaimer:

SMSF Assure does not hold an Australian Financial Services License and is not an authorised representative of an Australian Financial Services licensee. SMSF Assure does not provide financial product advice in relation to Self-Managed Superannuation Funds (SMSF) or any other financial product. Our service is to facilitate the establishment of SMSFs, provide compliance services and to administratively maintain SMSFs. SMSF Assure can arrange competitive fee for service limited advice on Self-Managed Superannuation and related matters and strongly recommend you seek personal advice on any particular matter. Neither SMSF Assure nor any employee undertakes any responsibility in any way whatsoever to any person in respect of information provided on the SMSF Assure website.

TERMS & CONDITIONS

SMSF Assure is not licensed to provide financial product advice. A Self Managed Superannuation Fund is a financial planner product. We strongly recommend you consider obtaining personal advice from a licensed person before making a decision on Self Managed Superannuation or any financial product. SMSF Assure can arrange competitive fee for service limited advice on Self Managed Superannuation and other financial products. Please contact us for more details.

BRISBANE OFFICE

ABN: 18 406 608 936

Telephone: 1800-550-135

Brisbane Office: Suite 5.03, 303 Coronation Drive, MILTON, QLD, 4064

Postal: PO Box 1537
MILTON, QLD 4064
Email: admin@smsfassure.com.au

GYMPIE & BUNDABERG OFFICE

Gympie Office: 28 Excelsior Road
GYMPIE QLD 4570

Postal: PO Box 324
GYMPIE QLD 4570

Bundaberg Office: 4/290 Bourbong St.
BUNDABERG WEST QLD 4670

Postal: PO Box 1680
BUNDABERG QLD 4670

Email: info@smsfassure.com.au

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