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Canberra Today 2°/5° | Sunday, May 22, 2022 | Digital Edition | Crossword & Sudoku

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Agile accountants with a passion for super

Accountants Vanessa Rae, left, and Danielle Rodda… “SMSF is an area of accounting that can provide strategies for retirement that greatly minimise tax,” says Vanessa.

LOCAL chartered accounting firm, Greenlight Super Services, is owned and operated by Vanessa Rae and Danielle Rodda. 

Specialising in self-managed superannuation funds (SMSF), Vanessa and Danielle have a combined total of 40 years of accounting experience and are accredited specialists by the SMSF Association.  

Having worked together for many years, leading superannuation teams at major accounting firms, Vanessa says she and Danielle developed a passion for SMSF.

Being a smaller firm, Greenlight is able to be agile with the changing technology and ever changing legislation to the benefit of its clients. 

SMSF is an area of accounting that can provide strategies for retirement that greatly minimise tax,” says Vanessa.

“We provide a personal-service solution, aligning our clients with a relationship manager and a specialist adviser. We want to help people get the best out of their superannuation and care about their futures.” 

Vanessa says she lost her dad when she was in her twenties and saw first-hand the benefits of a self managed super fund that was set up for her widowed mum, which helped give her mum greater financial security. 

She says the Greenlight team takes pride in being able to help others navigate their annual compliance, provide strategic advice for wealth creation goals and investment structuring. 

Located at Marcus Clarke Street, Civic, Greenlight can also provide all its services remotely via their online portal and video calls. 

“We work with clients directly, other accountants, financial planners, lawyers and other professional services firms to provide SMSF-specific solutions to aid in retirement plans,” says Vanessa. 

“We understand that no two clients are the same, so individual strategies are our forte. We have the skills, knowledge and process that will make a difference.”

Greenlight Super Services, visit greenlightsuper.com.au or call 6273 1066

 

 

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