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To local networks, Kylie is recommended on her personable and proficient approach, helping her clients make the most out of their superannuation as well as provide clear, concise consultation on taxation matters.
Growing up in regional Victoria, Kylie has been helping RSM clients since 2011 and her wealth of experience allows her to deliver savvy, trusted results. Kylie works with her clients to set up, implement and manage self-managed superannuation funds as well as analysing data and providing support with coding, reporting, and compliance.
"I enjoy processing all the different types of investments which sometimes feels like cracking a code when things finally add up."
SOLUTIONS KYLIE PROVIDES
Kylie is a skillful and accomplished business, super, and taxation expert, and has extensive experience in providing responsive solutions for her clients in the following areas.
- Self-Managed Superannuation Funds (SMSF)
- Superannuation compliance
- Taxation including GST and Capital Gains Tax
- Tax planning & estimates
- Year-end reporting including financial statements & income tax returns
- MYOB, BankLink, Quickbooks, Reckon Hosted, and Quicken software
SIGNIFICANT PROJECT
Kylie has assisted with a number of large businesses undergoing a restructure and can assess a client’s individual situation and help them decide the best way forward for their organisation, whether it be a partnership or trust, and assist with the transfer of assets.
Kylie has a lot of experience working across a number of software platforms and can guide clients to the right program for them, helping them set up or transfer their data.
QUALIFICATIONS
- Bachelor of Business (Accounting) - Charles Sturt University
