Simon Harrison

Senior Accountant

About Simon

“Identifying and implementing wealth creating strategies within superannuation can have a vital role in securing your financial future.”

As a Senior Accountant and self managed superannuation specialist Simon has extensive experience in providing clients with advice about establishing and managing Self Managed Superannuation Funds (SMSFs). Simon aims to offer clients a personalised strategic plan designed to grow their superannuation and secure their financial future.

Simon also works closely with business owners offering guidance in managing financial records ensuring the information is current and meaningful to support key strategic decision making. He is experienced in working with various accounting software packages including Xero, MYOB and QuickBooks.

Simon enjoys being able to deliver clients valuable advice with regard to their financial future and the benefits this brings to them.

Expertise

  • Taxation compliance of SMSFs
  • SMSF software & systems
  • SMSF strategies
  • Retirement planning

Qualifications

  • Bachelor of Business (Law)
  • Member CPA Australia
  • Xero Certified Advisor