SMSF Admin

BCom, CPA, SSA

Dush Herath is the main point of contact for the Partners Wealth Group portfolio of SMSF clients and her role is to manage their SMSF administration, accounting and compliance needs. She is always on the lookout to find opportunities and strategies to improve the financial wellbeing of clients and their families.

Dush has over 13 years of experience in SMSF and taxation. This combined experience helps her to understand her clients’ needs and look at the bigger picture for them. She has spent time working with a portfolio of high-net-worth clients and assisted with complex superannuation and tax concerns, which enabled her think outside the box and tackle compliance issues with commercial realities. Working with a sophisticated clientele who came from various backgrounds made her a more approachable and adaptive accountant.

Dush has a passion for SMSF because she enjoys implementing strategies where a client can achieve their financial goals while saving for their retirement. She strives to deliver high quality service while building strong relationships.

Outside of work, Dush loves travelling and particularly enjoys exploring natural wonders, trying new cuisines, seeking out amazing architecture and experiencing different cultures. She tries to go for hikes regularly and is working on her nature photography skills.

Your clients’ Self-Managed Super Funds can often have quite complex and demanding administration requirements. And there is no more qualified man for the job of overseeing this, than Harrison Moore.

As both a Chartered Accountant & Tax Agent, Harrison’s specialist knowledge in Self-Managed Super Fund Accounting and Compliance is as extensive as it is deep. As the SMSF Manager within the Superannuation division at Partners Wealth Group he is responsible for all compliance and administration services, ensuring that everything is as it should be.

Harrison is a Class Super Software expert meaning he not only enjoys utilising technology to increase the efficiency and the quality of work of his team, but he seeks new ways to take those efficiencies even higher.

When he isn't closely watching over the administration of your SMSF, Harrison loves spending quality time with his young family and cycling to stay sharp and on the ball.

When you look hard at the numbers, Joey Wong certainty stacks up.

Not only is she a Certified Practising Accountant, she also possesses a Bachelor of Commerce, and has amassed over 10 years of experience in accounting and compliance of Self-Managed Superannuation Funds.

There is virtually nothing Joey doesn’t know in this area and her attention to detail is simply second to none.

When you meet Joey you will discover someone who strives to deliver high quality service in relation to every aspect of the administration, accounting and compliance of Self-Managed Superannuation Funds. You can rest assured that she has the full picture in mind.

Speaking of pictures, outside of the office, Joey loves going to the movies as well as socialising and listening to music.

CFP®, MFP, B.Com

As the Head of Wealth for Partners Wealth Group, Patrick oversees this entire aspect of the business and is ultimately responsible for ensuring that it continues to deliver exceptional outcomes for all clients.

As an experienced financial services professional, this job is well within Patrick’s capabilities. He takes great pride in delivering market-leading advice to all Partners financial planning clients, which ultimately benefits you.

To ensure that Patrick stays connected at the grassroots, he continues to practice as a financial advisor and is passionate about working with his team to assist you to achieve personal growth and goals.

Patrick enjoys maintaining an active lifestyle, which, having young children, goes without saying.