BCom(Acc), CA, SMSF Specialist
Pearl manages the Self Managed Super Fund (SMSF) Accounting team in Melbourne, specialising in assisting clients with the accounting, administration and taxation requirements of their SMSF in both Adelaide and Melbourne.
On a day-to-day basis, Pearl trains and oversees the team and is responsible for staff resourcing, proactively and efficiently handling the ongoing requirements of all funds throughout the year.
Pearl reviews clients’ financial statements and tax returns, as well as organising the independent audit at year-end, with a focus on delivering work to the highest standard and an emphasis on accuracy.
According to Pearl, Dixon Advisory provides a highly-personalised service to clients to ensure their retirement funds are well managed and they are strongly supported in all compliance matters regarding their SMSF.
“While SMSFs require a lot of paperwork, our clients have peace of mind knowing that all the administrative and accounting work is being taken care of by specialists.” Pearl says.
Pearl is also one of the Wise program facilitators in Melbourne. She is passionate about seeing women build confidence and friendships through the program and is most satisfied when she can help others achieve their financial goals.
Pearl has a Bachelor of Commerce majoring in Accounting from Macquarie University. She has also completed the SMSF specialisation course provided by the Institute of Chartered Accountants and is a member of the Institute of Chartered Accountants.