After 12 years of service, John Lethbridge has made the decision to leave Partners Wealth Group so that he can pursue new SMSF consulting and training opportunities and spend more time with his family. Over the past 12 years John has been a valued member of our SMSF Technical Advice Team where he has worked with a lot of you and also helped build out our Superannuation Technical expertise. On behalf of everyone at Partners Wealth Group we wish John all the best and thank him for his valuable contributions.
Our team of expert SMSF Advisors will continue to provide you with the advice, solutions and technical superannuation expertise that you have received over the years from Partners Wealth Group. Our Superannuation Technical team is led by our General Manager of Superannuation Audit, Alex Swansson and supported by his team of highly experienced ASIC registered SMSF auditors. Alex brings over 20 years of accounting and advisory experience to the organisation. Prior to joining Partners Wealth Group, Alex was an audit partner of a leading mid-tier accounting practice and has been working within the superannuation field for over 20 years. Our team audits over 1,500 SMSF funds a year and have considerable experience and knowledge across all technical aspects of superannuation. Alex can be contacted on 0437 563 860, or find out more here.
Our SMSF tax and accounting team, led by Harrison Moore will also continue to assist with SMSF tax and accounting issues. Harrison is both a registered tax agent and Chartered Accountant who specialised in the SMSF industry and brings over 10 years’ experience to PWG. For all SMSF Administration matters you can contact our team led by Harrison Moore on 0423 786 452
A recent ATO compliance review of auditors was conducted looking at the top 100 auditors in Australia and Partners Wealth Group was found to be one of only 10 auditors who were fully compliant. We are very proud of this recognition of our expertise from the ATO and we look forward to continuing to provide high quality technical superannuation advice, service and expertise to you.