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MP Connect are Brisbane's specialist SMSF accountants

 

MP Connect are a Brisbane firm of SMSF specialists.  Our advice is based on over 20 years' experience and knowledge of the Australian superannuation landscape.  We provide personalised, expert advice to SMSF trustees and members and we'd love to work with you.

 

How are we different?

Superannuation in Australia is complex and there are frequent changes to legislation.  We respect the trust our clients place in us for expert advice and are committed to providing you with accurate and timely guidance.  We keep it simple and we keep you connected. Connected to your goals, connected to your strategy and connected to the very best advice.

 

What does it take to be an SMSF specialist?

Our team have extensive experience advising on the accounting, taxation, compliance and legislation issues specific to SMSFs.  They have also undertaken a rigorous study program to become licenced authorised representatives and participate in ongoing professional development to further develop their expertise.

 

What is the relationship between MP Connect and Marsh & Partners?

Accountants have traditionally provided their clients with advice on SMSF matters such as whether to start a fund, when to withdraw funds or winding up a fund.  However, from 1 July 2016, accountants who provide this advice to SMSFs must hold a limited Australian Financial Services (AFS) licence or be an authorised representative of an AFS licensee.

SMSF trustees need to ensure they are getting assistance from someone who is suitably licensed and qualified to do so. 

Five senior members of the Marsh & Partners team are licensed to provide SMSF advice and we deliver this expertise through MP Connect.

 

What does this change mean for existing Marsh & Partners clients?

In terms of SMSF administration, you won't notice any change at all.  Our administration and compliance services will continue to be delivered efficiently and with the same attention to detail you have always expected from us.

When it comes to strategic advice for your SMSF, you may notice a change in the way we structure the process and in the type of documentation you receive.  Generally speaking, the process of giving advice is more systematic and formal than you would have previously experienced.

 

Meet the MP Connect Team

 

Bronwyn Condon

 

Bronwyn Condon

Financial Advisor (Authorised Representative)

Bronwyn has more than 20 years' experience in professional and management advice and accounting.

Bronwyn provides clients with a complete business service. Her proven experience in management accounting, taxation compliance, business improvement, strategic planning and growth opportunities has helped business owners to achieve their personal and business goals.

As part of the consulting process, Bronwyn looks beyond standard solutions to develop new insights that add value and ensure our clients' outcomes are achieved.

 

Download Bronwyn's Financial Services Guide

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LinkedIn: au.linkedin.com/pub/bronwyn-condon

 

 

 

 

 

 

 

 

 

 

 

 

Fred Patten

 

Fred Patten

Financial Advisor (Authorised Representative)

A partner with over 20 years' experience, Fred Patten is a skilled practitioner and trusted adviser to a diverse range of high net worth individuals and SME businesses. He has developed extensive business knowledge and provides advice and strategy to help clients plan for their desired future.

Fred has a proven record of assisting businesses through each stage of their development. His clients cross multiple sectors and include family businesses, the hospitality industry, professional services, property and construction, retail and primary production. Fred takes a hands-on approach to working with his clients and has become an integral part of many of their businesses.

In addition, Fred has particular interests in wealth creation and protection and heads up our dedicated Superannuation team. He specialises in compliance issues for Self-Managed Superannuation Funds and has expertise in retirement planning, contribution strategies and investment structuring.

Download Fred's Financial Services Guide

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LinkedIn: au.linkedin.com/pub/fred-patten

 

 

 

 

 

 

 

 

 

 

Cameron AllenCameron Allen

Financial Advisor (Authorised Representative)

Cameron has over 15 years’ experience in providing solutions in complex taxation and business matters.

Today’s clients require their Chartered Accountant to offer more than just tax preparation and bookkeeping. They are looking for business planning and strategic advice, and a proactive, trusted advisor who has the right contacts to provide expanded service offerings. Cameron meets these expectations across the board. His dynamic approach has seen him assist our key clients to achieve their goals of tax minimisation and taking advantage of timely business opportunities.

Cameron is an early adopter of new technologies and is well placed to assist clients in making informed decisions about a variety of Accounting Software packages.

Cameron’s specialties include: self-managed superannuation advice, business contract negotiations, complex taxation matters, family breakdown advice and mediation, salary packaging, business transmission and structuring.

Download Cameron's Financial Services Guide

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LinkedIn: au.linkedin.com/pub/cameron-allen

 

 

 

 

 

 

 

 

 

 

Terry BrauerTerry Brauer

Financial Advisor (Authorised Representative)

Terry heads up our Strategic Tax Consulting division and is passionate about assisting clients with complex and challenging taxation needs.

The Strategic Tax Consulting Division developed in response to clients’ needs for assistance with tax issues which do not fit within the general range of Accounting. In particular - family law, business dispute negotiation, ATO audit assistance and PPSA registration issues. Terry also specialises in estate planning and inter-generational transfer of operations and businesses.

Terry’s continued involvement with clients over 25 years has equipped him with the experience and knowledge to assist in complex taxation and family situations. He has an unparalleled reputation as a trusted advisor with the highest level of integrity and a superior knowledge.

Terry comes from a rural background and has vast experience with clients in large-scale cotton growing operations, cattle grazing, small crops farming, property development and professional service firms.

Terry is also responsible for staff professional development and client education within the firm.

Download Terry's Financial Services Guide

Email: This email address is being protected from spambots. You need JavaScript enabled to view it.

LinkedIn: au.linkedin.com/pub/terry-brauer

 

 

 

 

 

 

 

 

 

Daniel BarnesDaniel Barnes

Financial Advisor (Authorised Representative)

Daniel joined Marsh & Partners in 2014 and has over 17 years’ experience in accounting. 

He is passionate about helping clients meet their goals, improve their businesses and finding effective solutions for each client’s issues.  Daniel is focused on developing strong relationships with clients and is committed to providing clients with quality and timely advice.

Having worked in both public practice and commerce roles, Daniel has the extensive experience needed to identify issues and opportunities and help develop and implement solutions to achieve the best outcomes for clients.

Daniel has experience in complex areas such as taxation, Self-Managed Superannuation Funds, business consulting and structuring.  Having worked within SME business, Daniel also is experienced in day-to-day business operations including business management and forecasting, cash flow management, process development and implementation, logistics and inventory management, payroll and industrial relations.

Download Daniel's Financial Services Guide

Email: This email address is being protected from spambots. You need JavaScript enabled to view it.

 

 

 

 

 

 

 

 

 

 

 

 


 

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