Kim Phillips

Associate, Bentleys Newcastle

Financial Planning & SMSF

Kim Phillips is an Associate Director and SMSF Specialist at Bentleys Newcastle.

Superannuation has always been a part of Kim’s roles over her accounting career spanning more than 3 decades. As an area of special interest for her, Kim extended her Chartered Accountant qualifications to become an accredited CA SMSF Specialist and has been working exclusively in this area since joining Bentleys Newcastle in 2008.

During this time Kim has gained vast experience in the full SMSF life cycle from establishment to accumulation and growth to retirement phase and finally wind up.

Kim is dedicated to simplifying the complexities of SMSFs, and superannuation in general, for her clients through education and training as well as assisting in all aspects of administration and legislative compliance.

The diverse client base of Bentleys Newcastle has also meant that Kim has had exposure to many types of superannuation investments and structures from the very simple to the more complex including limited recourse borrowing arrangements and integration with unit trusts.

Working with financial planners, Kim is committed to helping Bentleys clients to achieve their retirement goals through effectively managing their SMSF investments.

Naturally empathetic and being client and goal focused has led to Kim becoming a trusted and valued advisor for the clients she services and Bentleys Newcastle as a whole.

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