SMSF Technical and Strategic Assistance

When you are a trustee, accountant or adviser client of our service you are entitled to discuss various strategies and ask questions of our Tranzact Super technical team. If you are a user of our administration and compliance services then we will usually not charge a fee for general superannuation and taxation discussions. However, where specific advice is required or requested; the matter is of a complex nature or requires research; or a report; or rectification is required, then an advising fee will be applicable. The advising fee will depend upon the nature of the advice required and the time spent on providing such advice. We will always endeavour to provide an estimation of our consulting advice fee prior to commencement of any assignment.

Further, we can attend to your office to provide staff training or conduct a client seminar on a particular superannuation topic. Please contact our office to discuss this service further, including applicable fee.

Transact Super Technical Team

The technical team is headed by Mark Ellem who has over 20 years experience in accounting and taxation, spending the last 18 years specialising in areas of superannuation structuring, administration, auditing and advising. Mark is a Certified Practicing Accountant (CPA), Fellow of the Taxation Institute of Australia, Member of the National Institute of Accountants (NIA) & National Tax & Accountants Association (NTAA), member of the Small Independent Superannuation Funds Association (SISFA) and a regular speaker at SMSF forums. He also holds SPAA's SMSF Specialist Adviser accreditation.

Margaret Forbes has over 20 years experience in administering and auditing self managed superannuation funds. She is a chartered accountant, Fellow of the Taxation Institute of Australia, Fellow of the Australian Superannuation Funds Association (ASFA). Margaret holds degrees in both Commerce and Economics. She also holds SPAA's SMSF Specialist Adviser accreditation.

Ian Crilly has over 25 years accounting and taxation experience. He is a Certified Practicing Accountant (CPA), Fellow of the Taxation Institute of Australia, Fellow of the National Tax & Accountants Association (NTAA) and holds a commerce degree. He also holds SPAA's SMSF Specialist Adviser accreditation.

Debbie Thomas is a graduate from the Law Faculty of the Queensland University of Technology. Debbie manages our Deed and Trustee services and specialises in this important area.

Soha Tawil manages our Sydney Office and commenced work in the superannuation industry in 2000. Soha’s 10 years experience covers many superannuation areas, including: administration; fund accounting; master trust management; and SMSF establishment and compliance. Soha holds a Bachelor of Business – Accounting and Finance from the University of Technology in Sydney as well as a Diploma in Financial Planning from the Securities Institute of Australia.

To assist us in responding to you as quickly as possible it is preferable if you e-mail your queries to contact@tranzacttotalsuper.com.au. If we have not responded to you within 24 hours please give us a ring on 1800 644 804 as your e-mail may have been swallowed by our sometimes over active SPAM filters.