Tran graduated in 2006 from Melbourne University with a Bachelor of Commerce and Science and began her career with McMasters Accountants, a firm that specialises in providing tax and financial services for Doctors, Dentists, and other health professionals. Working as a SMSF manager, she supervised an outsourced team of over 15 staff based in Vietnam, on all matters of administration and compliance and worked as part of the SMSF audit team.
Tran then took on a role with Dover Financial Advisers as a Financial Controller and SMSF Specialist up until the firm was dissolved in late 2018. She now joins Baumgartner Super in a Supervisor role and is keen to bring her knowledge and impressive work experience into the role. Tran enjoys staying up to date with super and tax changes and looks forward to assisting clients adapt and remain compliant within the ever-changing landscape of self-managed superannuation. Tran believes it is a great advantage to have an SMSF and admits that while it may not be so easy to run, it is a wonderful retirement investment vehicle.
As a Supervisor with Baumgartner Super, Tran is looking forward to gaining further exposure with diversified SMSF portfolios and working closely with the audit team to provide a high level of service to her clients.
When she’s not in the office, you’ll find Tran walking her two dogs and spending quality time with family. She loves cooking, gardening and traveling. Plans for her next overseas adventure will include a visit to the Keukenhof garden in Holland and boat riding at Giethoorn Village in the Netherlands.
Qualifications and memberships
- Bachelor of Commerce and Science
- Associate member of The Tax Institute
- Registered SMSF tax agent