The Winners of the SMSF and Accounting Awards 2018 image

The Winners of the SMSF and Accounting Awards 2018

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The winners of the SMSF and Accounting Awards 2018 have been revealed at a gala dinner in Sydney last Friday, 23 November 2018.

The 2018 New South Wales winners were recognised for their excellence in the SMSF advice and accounting professions.

SMSF adviser, along with principal partner SuperConcepts, announced this year’s winners of the 23 individual and group categories to a crowd of specialists in the SMSF and accounting space.

Chan & Naylor South West Sydney Managing Partner Peter Ristevski joined the roster of finalists for the Small Business Adviser of the Year and the SMSF and Accounting Professional of the Year – Metropolitan categories.

SMSF and Accounting Awards 2018 finalists image

SMSF Adviser head of sales portfolio Terry Braithwaite congratulated all of the finalists and winners for this year saying, “All the finalists for this year demonstrated strong dedication to servicing their clients through their passion, hard work and technical expertise.”

On behalf of Chan & Naylor, we would like to congratulate all of this year’s finalists and winners!

SMSF and Accounting Awards 2018 presentation

SMSF and Accounting Awards New South Wales 2018 Winners

SMSF and Accounting Awards 2018 booklet

Here is the complete list for the 2018 SMSF & Accounting Awards in New South Wales.

Individual Categories

Auditor of the Year

David Saul, Saul SMSF

Bookkeeper of the Year

Shalini Sehgal, Build on Bookkeeping

Editor’s Choice Award

Joel Curry, TriSuper Auditors

Newcomer of the Year

Laura Johnson, PLH Accountants

Office Manager of the Year

Michelle Houston, HLB Mann Judd Wollongong

Partner of the Year

Simone Palfreyman, Palfreyman Chartered Accountant

SMSF Adviser of the Year

Liam Shorte, Verante Financial Planning

SMSF Adviser Excellence Award

Simone Palfreyman, Palfreyman Chartered Accountant

SMSF and Accounting Professional of the Year – Metropolitan

Michael Bowman, Allan Hall Business Advisors

SMSF and Accounting Professional of the Year – Regional

Simone Palfreyman, Palfreyman Chartered Accountant

SMSF Investment Strategist of the Year

Phil Smith, Cutcher & Neale

SMSF Specialist Accountant of the Year

Mitchell Markwick, HLB Mann Judd Wollongong

Group Categories

Accounting Firm of the Year

Wholistic Financial Solutions

Community Engagement Program of the Year

Leenane Templeton

Customer Service Firm of the Year

PLH Accountants

Marketing Program of the Year

Squirrel Super

Multi-Service Firm of the Year

Wholistic Financial Solutions

Small Business Adviser of the Year

Anderson Tax & Consulting

SMSF Audit Firm of the Year

Evolv

SMSF Firm of the Year

Cutcher & Neale

Tax and Compliance Firm of the Year

Wholistic Financial Solutions

Training and Education Provider of the Year

Knowledge Shop

 

Source: smsfadviser.com

If you need reliable assistance and advice to maximise the financial areas of your life, contact a Chan & Naylor accountant near you, and we’ll be more than happy to help.

Aside from tailored accounting solutions specific to your situation, have a look at our other accounting and advisory services that we do to help you achieve greater success.

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Chan & Naylor Group has nationwide offices in North Sydney, South West Sydney, Sydney, Pymble and Parramatta in New South Wales, Melbourne, Moonee Ponds and Hawthorn in Victoria, Brisbane and Capalaba in Queensland, and East Perth in Western Australia that can assist you with any business or personal tax enquiry that you may have. Contact us today.

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