Suzie Amundsen specialises in supporting clients in both Adelaide and Melbourne to establish and operate their self managed super funds (SMSFs) with accounting, taxation and compliance requirements. She also manages the Melbourne Accounting team to complete SMSF financial statements, tax requirements and audits.
Placing the utmost importance on accuracy, Suzie says the firm’s clients receive outstanding service across all aspects of managing their SMSF. “By having access to an approachable team of professionals, this helps our clients to have peace of mind that their compliance and administration needs will be managed throughout the year, so they have more time to enjoy their retirement”.
For Suzie, the most rewarding part of her work is witnessing clients benefit from the service. She says, “My aim is for clients to have the confidence that we are working hard to ensure their fund is compliant and deliver a personal service where they are continuously supported in achieving their retirement goals”.
Suzie has a strong background in client services and before joining Dixon Advisory, worked for the licensee of a major financial services institution in a client services and administration capacity.
Suzie hold a Bachelor of Business majoring in Accounting from Monash University.