My strong client focus and genuine desire to help others have enabled me to develop trusted client relationships lasting many years.
I enjoy helping clients make informed decisions to achieve the best outcomes in a complex SMSF environment.
Tanya is a Senior Manager and leads McLean Delmo Bentley’s Superannuation division of approximately 350 self-managed super funds. She provides technical and compliance support on SMSFs to the financial planning team, business services partners, and SMSF trustees.
Tanya has over twenty years’ experience in the SMSF advice and has an in-depth knowledge of how superannuation works and strategies available to minimise tax and increase superannuation wealth. She is interested in the ever-changing superannuation environment and has practical experience in dealing with the legislative changes and operational requirements of SMSFs.
Over the years, Tanya was active in the superannuation advice area, writing articles and holding an authorised representative licence with several dealer groups.
Tanya is an associate member of the Self-Managed Super Fund Association. She completed the FASEA examination in 2021 and is RG146 compliant.