Self-managed super fund strategy, administration and compliance, keeping funds sound and trustees clear on what comes next.
Daniel is an Associate Director and head of the SMSF team at Prime Partners, leading the accountants who look after the business's self-managed super fund clients. His work covers the strategy, administration, and compliance side of self-managed super funds, the structuring decisions that keep a fund on the right side of the rules, and the questions that come up as clients think about wealth across generations. He keeps the fund sound and the trustees clear on their obligations, so the bigger financial decisions can be made with good information behind them.
Because superannuation sits where accounting, compliance, and financial advice meet, Daniel works closely with licensed financial advisers and with fund trustees, and alongside our sister business SMSFcentral. He stays across changes to super rules and contribution caps as they happen, and he makes sure the advisers and trustees he works with have the technical detail they need. The financial advice itself stays with the licensed advisers. Daniel's job is to make the fund work and to keep everyone around it well informed.
Daniel will host Prime Super Sessions, Prime's superannuation-focused podcast and webinar series, where he translates the regulatory landscape into terms clients and advisers can actually act on. The series is coming soon, and you can keep an eye on our live events page for the first session.
Outside the office, Daniel spends his time with his wife and their two little boys, and he loves to travel.
Structuring, compliance, and strategic positioning across the lifecycle of a self-managed super fund. The work that protects the fund and the people behind it.
The annual rhythm of a self-managed fund done properly. Reporting, audits, contribution and pension limits, and the obligations trustees need to stay on top of.
The technical translation that keeps licensed advisers and fund trustees on the same page. The regulatory detail, made clear and ready to act on.
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