“I love the challenge of navigating extremely technical superannuation and tax legislation for our SMSF clients.”
Tricia Kleinig
Partner, Superannuation
Coming from a large family and having four of her own children, there’s no doubt Tricia is a people person with a friendly and helpful approach.
Tricia has a keen eye for detail when it comes to superannuation and loves nothing more than interpreting complex legislation or finding solutions for her self-managed super fund (SMSF) clients.
Tricia started with William Buck in 1986 and worked with the Business Advisory team for many years before developing a specialisation in superannuation.
With over 23 years of experience in superannuation Tricia is the “go to person” at William Buck for superannuation advice and is responsible for compliance and advice to over 500 SMSFs.
Tricia is authorised under the AFSL to provide financial advice in relation to superannuation, which includes self-managed superannuation funds. If you require financial advice in relation to any other matters or financial products Tricia can assist in working with our other advisors in relation to such advice.
The Facts:
Core Expertise
- Superannuation legislation technical advice
- SMSF accounting and compliance
- Implementing pension and re-contribution strategies
- Limited Recourse Borrowing Arrangements
- BGL 360 software
Qualifications
- Bachelor of Economics (Accounting)
- Member of Chartered Accountants Australia and New Zealand
- Member of SMSF Association of Australia
- RG 146 qualification
Industries
- Superannuation
- Self-Managed Superannuation Funds
