• JCMB Consulting

    Self-managed Superannuation Fund Audit and Consulting Services

     

    Find Out More...
  • JCMB Consulting

    Trusted, Experienced, Professional - Superannuation Services in Inverloch

     

    Find Out More...

JCMB Consulting Pty Ltd provides self-managed superannuation fund (SMSF) audit and consulting services, including the following:

  • Completing ASIC approved annual SMSF Financial and Compliance audits
  • Liaising with Trustees and ATO to resolve issues and repair funds with previous contraventions
  • Working with financial planners and other advisors to ensure that the correct structures are put in place to avoid future contraventions
  • Educating Trustees about their roles and responsibilities
  • Providing current superannuation knowledge through face to face meetings, seminars and written updates.


Sole Principal, Michele Beattie, has been involved in the financial services industry since 1990, and in her own practice since 2011, servicing clients in South Gippsland, Melbourne, Central Victoria and beyond. Her aim is to educate SMSF trustees on their compliance requirements and to provide ongoing technical support and proactive advice to her clients.

Since completing the necessary educational requirements to become an approved representative of the NTAA SMSF Advisors Network, she has expanded her business to provide SMSF Strategy Advice to non-audit clients.

Contact Details

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Contact Details

0418 324 992
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JCMB Consulting Pty Ltd
PO Box 480, Inverloch, VIC 3996


 
ABN 86 768 265 615
Michele Beattie – Principal


C.A., B. Commerce (Melb), Approved SMSF Auditor / SMSF AUDITOR NUMBER - 100 087 330


Liability limited by a scheme approved under Professional Standards Legislation

Michele Beattie is an Authorised Representative No. 001242630 of the SMSF Advisers Network Pty Ltd - ABN 64 155 907 681
An Australian Financial Services Licensee - AFSL No 430062 - http://www.smsfadvisersnetwork.com.au
JCMB Consulting is a Corporate Authorised Representative No. 001242634