Elevating SMSF Management: How Proactivity Drives Results

Background:

Peter has been a longstanding client of the Riverwood Group, which merged with McLean Delmo Bentleys in 2023. Over the past year, Peter has benefited from the expanded suite of services and industry expertise now available in-house.

Initial challenge

Recently, Peter encountered several issues surrounding the management of his Self-Managed Super Fund (SMSF) that required expert assistance. Seeking resolution and strategic advice, he was introduced to Tanya Hofbauer, Associate and SMSF Advisor at McLean Delmo Bentleys.

Our solution

Tanya’s meticulous approach and proactive nature proved invaluable to Peter. She handled everything by the book, ensuring compliance and efficiency. Tanya took the initiative to follow up with other providers for necessary information. She contacted the ATO and successfully resolved an overdue tax refund that had been pending for six months. Additionally, she chased up a real estate agent to gather essential details.

Results

Tanya’s professionalism and proactive attitude have greatly benefited Peter. Her efforts not only resolved outstanding issues but also provided Peter with peace of mind, knowing his SMSF is in capable hands. The reasonable fees for her services further underscored the value she brings to her clients.

Tanya does everything by the book and has been great to deal with. Her proactive approach and follow-up with other providers ensured that all my issues were resolved efficiently.