SaulSMSF is committed to producing audits of the highest possible standard. We recognise that there should be no trade-off between cost and quality. All our audits are performed by our team of experienced specialist auditors in our Sydney office. No work is ever outsourced or sent overseas. We keep abreast of all industry developments and monitor any changes in consumer sentiments so that we can anticipate client needs and tailor our service to suit.
Founder & MD
With over two decades of experience as an SMSF Auditor, Advisor and Administrator, David is committed to delivering best practice in the provision of SMSF audit services. David has earned a reputation in the marketplace as a trusted, independent SMSF auditor.
As a Chartered Accountant, David leads a specialist SMSF audit team – independently servicing accounting and administration practices right across Australia. This work elicits unique insights into industry matters and shifts in client sentiments and needs. Indeed, David is a regular commentator on SMSF issues in industry publications and the Australian Financial Review. He is a Fellow and long-standing member of the SMSF Association (SA), the peak body for SMSF professionals, where he was one of the early achievers of the SMSF Specialist Advisor™ accreditation.
Prior to establishing SaulSMSF, David held roles with leading accounting firms Bongiorno & Partners (NSW), Bentleys MRI (Sydney) and HLB Mann Judd (Sydney).
SMSF Registered Auditor – ASIC | May 2013
SMSF Specialist Advisor – SPAA | June 2005
Cert. of Public Practice – CAANZ | June 2005
Australian Registered Tax Agent – ATO | December 2005
Advanced Diploma of Financial Services (FNS60104, PS146) – TSG | June 2004 Cert. of Superannuation Management – ASFA | June 2003
Chartered Accountant – CAANZ | December 2000
Fellow of the SMSF Association (SA)
Member of Chartered Accountants Australia and New Zealand (CAANZ)
Member of the National Tax & Accounting Association of Australia (NTAA)
Jean has more than 25 years’ experience in the financial services and superannuation industry. Her role at SaulSMSF includes completing annual SMSF audits, reviewing SMSF audits and liaising with clients regarding audit queries. Jean has specialist skills in SMSF and Superannuation, Auditing, Accounting, Investments and Tax. Jean is also a Lecturer and Tutor at UTS Insearch. Previously Jean has worked for Super Auditors, Avenue Capital Management, Mercer, Price Waterhouse Coopers, Statestreet Australia and Deutsche Bank.
Client Manager & Audit Assistant
Anju manages the operations of our Practice as well as conducting financial and compliance audits. She champions efficiency and ensures the information flow between clients and the audit team is seamless. Anju liaises with our Accountant clients, addresses queries on audit related activities and assists in our staff training. She has a Masters of Professional Accounting with high distinctions in both Financial Accounting and Cost Management Accounting. She also holds a Bachelor of Commerce and a Bachelor of Education.
Senior SMSF Auditor
Steven is both a CA and a CPA and puts his substantial experience to work in completing annual SMSF audits and reviewing audits completed by others. He has worked in a number of firms, both large and small and is prolific in attendance at professional development courses.
Richard is a qualified accountant with exceptional attention to detail, dedication and perseverance. He supports our team in conducting financial and compliance audits. He has a Master of Accounting and a Master of Archaeology.
Administration Assistant & Accounts
Phoebe is our Accounts Manager and puts her professional experience in office management to ensure efficient running of our Practice.