Technical Team

Lyn Formica

Head of SMSF Technical & Education Services

With over 25 years industry experience Lyn specialises in providing technical advice on superannuation matters to the accounting, legal and financial planning industries. An accredited SMSF Specialist Advisor of the SMSF Association she regularly prepares papers and presentations for the many accounting firms and professional bodies in Australia.

Leigh Mansell

Director SMSF Technical & Education Services

Leigh is intimately involved in developing the firm’s range of products and services for clients (including technical and educational materials) and the provision of technical support to SMSF practitioners and their clients. Leigh has over 25 years of superannuation experience specialising in SMSF technical support, advice and administration.

Meg Heffron

Managing Director

Meg has been working exclusively in SMSFs since 1998. She is one of the few actuaries to work in all areas of SMSF practice. Her passion is turning technical knowledge about SMSFs into practical solutions that accountants and advisers can use to help their clients and grow their businesses.

She is a sought after speaker at events for industry professionals, a regular contributor to the AFR, The Australian and SMSF trade publications and a trusted source in the development and implementation of superannuation policy via Government and regulators.

Annie Dawson

Senior SMSF Specialist

Annie specialises in providing technical advice on superannuation matters to the accounting, legal and financial planning industries. Annie is well placed to understand the needs of accountants, advisers and their clients given her experience in both super administration and consulting as well as providing advice to high net wealth clients in a boutique wealth management firm.

She has over 20 years of experience in the superannuation industry, and is a Chartered Accountant, a Certified Financial Planner and is also an accredited SMSF Specialist Advisor of the SMSF Association.

Sean Johnston

Client Relationship Manager

Sean has over 10 years’ experience in the SMSF industry as an accountant and auditor and is an accredited CA SMSF Specialist.

Sean utilises his experience to bring a unique and practical approach to SMSF taxation, compliance, and accounting. He is passionate about distilling the complexities of all things superannuation into easily accessible and understood formats.

Sue Bhattacharjee

SMSF Specialist

Sue is an SMSF Specialist and a Chartered Accountant and has expert understanding of the superannuation (SIS compliance, audit and accounting) and tax laws as they apply to SMSFs and other superannuation funds.

She uses her technical expertise to provide comprehensive and practical solutions for complex superannuation issues.