Q&As

Tracey Scotchbrook on TBAR, Rollovers and the Transfer Balance Cap: the What, When, Why and How

Wednesday November 7, 2018

Tracey Scotchbrook is a SMSF Specialist Advisor and consultant. Early in her accounting career Tracey had the opportunity to work with self managed superannuation funds, setting her on the pathway to specialisation. She is actively involved in the SMSF Association ("SMSFA") and is the former WA Chapter Chair and National Membership Committee Member.
SMSF Contributions: Keep the Small Business CGT Concession in Mind with Tracey Scotchbrook

Tuesday May 22, 2018

Tracey Scotchbrook is a SMSF Specialist Advisor, specialising in this field for 15 years.
Tracey Scotchbrook on Estate and Succession Planning in the New Superannuation Environment

Wednesday January 24, 2018

Tracey Scotchbrook is Director - Superannuation at PKF Lawler. Early in her accounting career Tracey had the opportunity to work with self managed superannuation funds, setting her on the pathway to specialisation. She is actively involved in the SMSF Association ("SMSFA") and is the former WA Chapter Chair and National Membership Committee Member. Her accreditations include: SMSF Specialist Advisor (SSA) with the SMSF Association, CPA SMSF Specialist, and Charted Tax Advisor with the Tax Institute. Tracey is a regular presenter to industry professionals and trustees, commentator, educator, and writer. In 2009 Tracey was awarded the Praemium Scholarship by the SMSFA.
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"Very informative and provided excellent, ‘real world’ examples of situations."

Delegate - Interactive Will Drafting Workshop, Adelaide, March 2017

 

 

 

 

 

September 2014 , Delegate

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