SMSF Accountant – SMSF Specialist
Independent business owner
|Personal Bio/ Summary||
Hi, Luis Cordero here, winner of the 2017 & 2019 SMSFAdviser Magazine Editors choice award for Queensland, in recognition of my services to the SMSF industry for innovation, insight and thought leadership.
The SMSF industry is complex and constantly undergoing change. Financial Planners and Accountants are expected by their clients to be up to date, but this takes time and expertise.
If I’m partnering up with you, I’ll be your SMSF solution and ensure you generate profit from each of your SMSF clients whilst also helping you maintain your high value relationship with them.
With over 10 years working in the SMSF industry I’ve been recognised by the SMSF Association, the peak body representing the SMSF sector, as an SMSF Specialist. I’ve also gathered a unique set of skills regarding the administration of SMSF’s using Class – the leading online SMSF administration solution.
In that time, I’ve identified Financial Planners need up to date information as soon as possible when their SMSF client are asking for advice. Especially when it comes to making contributions, starting a pension and withdrawing benefits.
I’ve also identified that Accountants with only a small number of SMSF clients are struggling to keep up with an efficient administration solution.
To solve these concerns, my solution is to be your local outsourced service at wholesale rates. My services are;
1. Fixed price =Helping you make a profit
2. Ongoing = Year round support
3. Customisable = Providing you a professional year-end signing package with your branding.
I believe Financial Planners and Accountants are one of the most highly valued and trusted members in our community. I ultimately want to help with upholding that to the highest standard.
|Mobile Phone Number||
|Who I'm looking to connect with - my ideal referral partner||
My ideal referral partners include the following;
– Small public practice accounting business owners
– Financial planners with a book of Self Managed Super Fund clients
– People who have their own self managed super fund and are looking for an expert to help them
|Bx Groups you regularly attend||
|Bx Groups you regularly attend||
Gold Coast, QLD
|Something not many people know about you||
According to a genetic test; I'm apparently 41% Native American!
|Business Trading Name||
|Business Category Type||
Accounting – Accountant
|Business Phone Number||
07 5551 0316
|About My Business||
We’re all on a journey towards retirement. Some of us decide to take control of our superannuation assets and set up their own super fund (SMSF).
Having your own super fund is not a “set and forget” process. Most importantly, managing your own super fund means you need a team of trusted professionals around you to help make sure you are doing it right.
I’m one of those professionals you can have on your team.
The SMSF industry is highly regulated and quite complex. On top of the complexities, the rules are also constantly evolving.
I offer peace of mind to my clients – they can rest easy knowing that I can help them navigate through it all.
|My Main Services Are||
At the very heart of what I do is the following;
|What Makes My Business Unique (My P.O.D.)||
Instead of seeing me once a year like most Accountants would operate – I offer a year round, continuous service so to help you stay on top of your tax & reporting requirements.
I’m also a fully qualified Chartered Accountant & a recognised specialist with the SMSF Association – the peak body representing SMSF professionals in Australia.
|My Special Offer to BxNetworking Members||
I’m happy to offer my services to BxNetworking Members for their personal SMSF at an introductory rate for the first year of my services at half price!
My Business xPerience
I’m a Chartered Accountant, who then decided to specialise in one field of expertise; Self Managed Super Funds.
But that wasn’t enough. I also then became a recognised specialist with the SMSF Association – the peak body representing SMSF professionals and trustees in Australia.
With my years of dedication to the SMSF industry, I can help tailor an SMSF experience (accounting and tax needs) that’s just right for you.
Love a game of golf. Very happy to have a hit of squash and soon I’ll be back into touch footy.
Going for runs/bushwalks for pleasure – but the benefit of exercise is great too.
|My Ideal Referral||
Do you have a Self Managed Super Fund (SMSF)? I can help you with the tax returns for that.
Do you know an Accountant who might need to use me as an outsourcing solution? I can definitely help them service & keep their clients. Even better, I can ensure they can take on additional SMSF clients and make a great profit at the same time.