Courtney has over 11 years’ experience in the superannuation industry, commencing her career in fund administration at WHK in Melbourne before transferring into the field of audit with the same firm.
At Baumgartner Super, she specialises in both SMSF and APRA Fund audits. Courtney enjoys the contrast between the two as the exposure to both gives her a broader knowledge of the superannuation industry.
Armed with a keen eye for detail and a commitment to quality in everything she does, Courtney’s no-nonsense approach to achieving the desired outcome makes her invaluable to her clients. These traits and a commitment to excellence in service delivery allow Courtney to develop successful long-term relationships with her clients.
Courtney believes that building an enjoyable work environment is the first step to creating a successful team. Therefore, the ongoing development and mentoring of her team is something she relishes and prioritises.
Courtney enjoys good food with her family and friends and loves to travel. Her next bucket list destination is New York.
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Qualifications and memberships
- Advance Diploma of Financial Services (Superannuation)
- Bachelor of Business (Management)
- SMSF Specialist Advisor™
- SMSF Specialist Auditor ™
Recent articles & stories
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SMSF trustees face stronger penalties from 1 July 2014
From 1 July 2014, SMSF trustees face stronger penalties imposed by the Australian Taxation Office if they do not attend to what are seemingly simple administrative housekeeping requirements such as failing to keep proper records...
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SMSF’s – beware of being a lender of last resort
In order to bolster income in a low-interest environment, some Trustees of SMSFs are jeopardising their retirement savings by becoming “lenders of the last resort” by granting high interest loans to unrelated businesses.
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The ATO’s SMSF Early Engagement and Voluntary Disclosure Service
The Australian Taxation Office is doing its best to become more user-friendly by seeking better ways to engage with the taxpaying public.
