As a member of the accounting team in Melbourne, Pearl Chung specialises in self managed super fund accounting, administration and taxation and assisting clients with the establishment, administration and compliance of their SMSF.
On a day-to-day basis, Pearl is responsible for managing a team that proactively and efficiently handles the ongoing accounting and administration requirements of her clients’ SMSFs throughout the year.
Pearl completes clients’ financial statements and tax return and organises the independent audit at year-end, ensuring the work is of the highest standard and the utmost importance is placed on accuracy. Pearl is a personal point of contact for her clients to ensure high levels of service.
Pearl has completed the SMSF specialisation course provided by the Institute of Chartered Accountants.
According to Pearl, Dixon Advisory provides a highly personalised service to clients to ensure that their retirement funds are well looked after. Pearl also knows that her clients feel they are strongly supported in all compliance matters regarding their self managed superannuation fund.
“The advantage of having a SMSF is not only the transparency of the portfolio but also the ability to invest in assets that trustees strongly believe in. 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.” Pearl says.
Pearl particularly enjoys the interaction with her clients and the satisfaction of helping others achieve their financial goals.
Pearl has a Bachelor of Commerce majoring in Accounting from Macquarie University. Pearl is also a member of the Institute of Chartered Accountants.