TAG is excited in introduce our newest Manager in our Superannuation Advisory & Audit team – Emma Partenza.
Emma brings extensive Self-Managed Super Funds knowledge to our team having specialised in superannuation for over 13 years. She is passionate about going above and beyond to provide the best superannuation solutions for clients. Her ‘hands on’ approach is respected by both clients and advisors alike.
“I am passionate about SMSFs and enjoy identifying opportunities and highlighting strategies that client’s may not have considered in respect to their superannuation. It’s extremely satisfying when I’ve helped secure a client’s financial future.”
Skillset
- Identifying opportunities for SMSF members
- Demystifying technical jargon for trustees
- Tax planning and opportunities
- Estate planning strategies
- Rectifying complex issues
Qualifications
- Bachelor of Commerce
- Bachelor of Computing
- CPA
- SSA (Superannuation Specialist Advisor)
If you would like to discuss your superannuation planning options and getting the best out of your SMSF, you can contact Emma at emmap@tagfinancial.com.au or phone 03 9886 0800.