James helps manage hmh’s Self Managed Super Fund (SMSF) division with a strong focus on specialist advice and practical outcomes. He works closely with clients to manage the compliance of their SMSFs, while identifying opportunities to improve tax efficiency and long-term retirement outcomes.
He enjoys the diversity of SMSF work and the strategic conversations that sit alongside technical detail. Working closely with the financial planning team, James looks for ways to add value through integrated advice, particularly around super contribution strategies and estate planning.
James appreciates the collaborative, supportive environment at hmh. Outside of work, he enjoys running, live music and watching the footy.
Expertise
- Tax & Accounting Compliance
- ITRs, BAS
- CGT
- SMSFs
- Superannuation Advice
