JCMB Consulting Pty Ltd

Trusted, Experienced, Professional – Superannuation Services in Inverloch

JCMB Consulting Pty Ltd

Self-managed Superannuation Fund Audit and Consulting Services

JCMB Consulting Pty Ltd

Trusted, Experienced, Professional – Superannuation Services in Inverloch

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

    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.


    Super News

    Federal Budget 2022

    We are so pleased to see that there were no further changes to superannuation in last night’s budget other than the welcome extension of the draw down relief for minimum pension payments! A summary...

    I’d like to thank you for the service and advice that you’ve provided to me and my clients over the past few years. In my experience, many of my clients can find some aspects of superannuation confusing and complicated. Your down to earth approach puts them at ease. The feedback that I have received from my clients is consistently positive. They’re always grateful that you take the time to understand their superannuation objectives and position, and that you tailor your solutions to suit their circumstances.

    Andrew W Neilson

    Michele and I became acquainted some five years ago, when we both served on the Committee of Management of the Inverloch Community House, I in the capacity of President, Michele as the Teasurer, a position she held for three years.

    During her tenure as Treasurer, Michele used her expertise to put the Community House accounts in good order, develop and oversee the budget and investments, and generally advise the Committee on fiscal policy and due compliance with taxation and company reporting requirements.

    Michele is a quietly competent person, confident in her abilities, utterly reliable and thoroughly trustworthy. I would have no hesitation in putting my financial affairs in her hands or recommending her services to friends or family.”

    John Wauchope

    “Our accounting practice, M & T Chartered Accountants, has collaborated with Michele Beattie and JCMB
    Consulting P/L for several years now, servicing mutual small business clients.

    Working with a like-minded professional service provider like Michele, who holds strong compliance values and
    ethical business integrity, makes navigating complex tax and superannuation legislation easier for us and our

    Michele’s practical and commercial approach also works well in ‘real world’ scenarios, so that our clients know we
    are on their side. We would not hesitate to recommend the services of JCMB Consulting P/L or refer our clients to Michele.”

    Stewart Trovato CA

    0418 324 992


    JCMB Consulting Pty Ltd
    PO Box 480, Inverloch, VIC 3996

    JCMB Consulting Pty Ltd

    ABN 86 768 265 615
    Michele Beattie – Principal

    C.A., B. Commerce (Melb), Approved SMSF Auditor

    Chartered Accountants

    Liability limited by a scheme approved under Professional Standards Legislation