RSM Australia
Katie has been with RSM since 2005 and was appointed Partner in 2015.
She specialises in superannuation and has significant experience in all areas of SMSFs, including administration and compliance, asset acquisition, tax-saving strategies, structural assistance, and estate planning.
A regular day for Katie ranges from helping farmers transfer property out of super to the next generation to advising company directors on how their SMSF interacts with their employee share scheme.
Katie provides advice and assistance to trustees, accountants, and financial advisers. She also heads up the national RSM Superannuation committee.
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RSM Australia
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RSM Australia is a world leading provider of audit, tax and consulting services to entrepreneurial growth-focused organisations globally.