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    Technical Team

    Lyn Formica

    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

    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

    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

    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

    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

    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.

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    The information shown on this site is general information only, it does not constitute any recommendation or advice; it has been prepared without taking into account your personal objectives, financial situation or needs and you should consider its appropriateness with regard to these factors before acting on it. Any taxation position described is a general statement and should only be used as a guide. It does not constitute tax advice and is based on the tax and superannuation laws which applied at the time the information was prepared and our interpretation. Your individual situation may differ, the tax and superannuation laws may have changed and you should seek independent up to date professional tax advice. You should also consider obtaining personalised advice from an adviser holding an Australian Financial Services Licence before making any financial decisions in relation to the matters discussed.

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