Registered Tax Agent – Dip. Accounting, GCPA, FIPA, FTPA(Tax), SMSF Specialist Advisor™, CTA
Sue founded Across the Board in 2004 and has more than 45 years experience in public practice. Sue provides consultation and advice in the areas of taxation at all levels and complexities; business management, establishment and sale; client group restructures; forecasting, budgeting and planning. As a SMSF Accredited Specialist and SMSF Approved Auditor Sue gives valuable assistance to her SMSF clients advising on the ever changing taxation laws that affect SMSF’s.
Sue is supported by a team of dedicated staff with more than 50 years combined experience. Across the Board’s team members are tertiary and degree qualified. Their skills and areas of expertise blend well to make a wide range of quality services available to clients.
Gwen has gained a range of experience and accounting skills over her many years working in public practice. Like Clooney and Peter Gwen has a ‘can do” approach to her work and focusses heavily on supporting clients to reach their compliance obligations on time – every time.
Clooney has more than 15 years’ experience in public practice and has outstanding attention to detail in all aspects of accounting and financial presentation. He has vast experience in multiple software packages including Xero and MYOB, has in-depth taxation knowledge of small business and is motivated to problem solve in an efficient and cost effective manner.
Peter joined our team in 2018 and brings years of experience in accounting and taxation services to the practice. He utilises these skills in supporting clients from varying industry backgrounds. Peter has extensive experience in MYOB and Xero accounting software and is available to assist clients in the setup, customisation and support of software and business record keeping requirements.
Nancy has recently joined our team as intermediate accountant and is proving to be a great asset to our senior staff with her attention to detail, enquiring mind and willingness to expand her knowledge in the public practice arena.
Elaine is our ever pleasant front of office manager and receptionist offering valuable support to the accountancy staff and clients alike with her “can do” attitude. Nothing is too much trouble for Elaine and her positive results oriented focus is genuinely appreciated by all.
Jill is our internal administration staff member responsible for ensuring we keep our records up to date.