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Australia

“It’s about putting our clients’ needs first and practising what we preach.”

Rachael Wade

Director, Business Advisory

Rachael has been integral in strategic planning, superannuation and taxation issues for clients for over 30 years and believes in building strong relationships built on trust.

With an open and hands-on approach, Rachael works with her clients to understand their long-term objectives and takes pride in being able to respond and adapt well to her client’s needs.

Rachael’s clients span across a range of sectors, including restaurants, retail, medical and manufacturing. Her collaborative approach enables her to identify when to consult other experts, so clients receive the best advice possible, at the right time.

With a keen eye for detail, Rachael’s a natural problem solver.

Her in-depth knowledge and experience working across a variety of self-managed funds and taxation issues allows her to understand the unique challenges and opportunities for her clients.

Outside of the office, you can find Rachael spending time with her family at local beaches, on walks or travelling. She’s an active member of the community and is committed to her volunteer work with school committees and children’s sports teams.

The Facts:

Core Expertise

  • SMSF specialist
  • Business taxation and planning

Qualifications

  • Associate Diploma in Business, majoring in Accounting
  • Member of the National Institute of Accountants
  • Affiliate of Institute Chartered Accountants
  • Chartered Tax Advisor
  • Registered Tax Agent
  • Justice of the Peace
  • SMSF Association

Industries

  • Medical
  • Manufacturing
  • Wholesale & retail
  • Superannuation

Latest Articles

5 reasons why you should stay on top of your SMSF admin
27 February 2023 | Minutes to read: < 1

5 reasons why you should stay on top of your SMSF admin

Typically, an existing Self-Managed Superannuation Fund’s (SMSF) annual tax return is due in mid-May of the following...
SMEs face rising debts – your way out of hot water
21 September 2022 | Minutes to read: < 1

SMEs face rising debts – your way out of hot water

An increasing number of SME business are facing compounding debts and are struggling to stay above water....
Get ready for Single Touch Payroll (STP) 2.0
3 November 2021 | Minutes to read: < 1

Get ready for Single Touch Payroll (STP) 2.0

Phase two of The ATO’s Single Touch Payroll (STP) reporting regime is due to come into effect...
SME Recovery Loan Scheme expanded
23 March 2021 | Minutes to read: < 1

SME Recovery Loan Scheme expanded

Latest Update 25 August | Federal Government has removed the requirement for SME’s to have received JobKeeper...