Our Team

As registered tax agents with almost 50 yrs collective experience in SMSF Administration and Strategic Advice, we’ve seen it all.

Our passionate, personable, mildly obsessed team is here to guide you through your responsibilities as a trustee.

Tom Coogan

Director

Tom Coogan is a Chartered Accountant with over 30 years practising experience in business development for small to medium enterprises.  With almost 35 years exposure to Self Managed Superannuation Funds, Tom has been involved in all aspects of the development of the SMSF industry from the early 80’s emphasis on tax avoidance through Reasonable Benefits Limits, Centrelink, estate and retirement planning to the changes of 2017.

“Successive governments have shifted the focus of SMSF’s from taxation planning to a retirement planning tool.  Whilst SMSF’s may not be as attractive today as they once were, an SMSF continues to provide members with the ability to control their retirement investments within the tax advantaged superannuation environment.  Super Services aims to develop and implement SMSF strategies that deliver to clients cutting edge contemporary plans complying with current legislation and providing optimum taxation, wealth creation and retirement benefits.  SMSF administrators must look at superannuation planning with a holistic view integrating the SMSF with the retirement and estate planning requirements of each member.”

Tom’s experience across every form of superannuation benefit payment possible and his understanding of the SMSF legislation gives him the foundations that assist with developing contemporary complying strategies.

Tom is a Fellow member of the Institute of Chartered Accountants, registered SMSF auditor and member of the Taxation Institute of Australia and Tax and Super Australia.

Brenda Wishey

Director

Brenda manages Super Services and works with Trustees and their professional partners to efficiently manage their SMSF. Brenda is passionate about SMSF’s having 13yrs experience specialising in SMSF administration.

“Navigating the dynamic superannuation environment is a welcomed challenge. Providing peace of mind for Trustees to ensure they understand the ever-changing legislation is a benefit of this role.

I am honoured and excited for the opportunity to become a Director of Super Services.

The greatest satisfaction I’ve experienced since joining the SMSF administration division in 2015 would be getting to know you, our trustees, understanding your needs and assisting with providing general or personal advice to meet those needs.

Over the last 2.5 years, we’ve been navigating the complex changes in the SMSF arena and adapting
strategies to ensure our trustees are compliant with current legislation. At the same time, our team has implemented significant changes in our business structure, business model and administration software while designing and launching our website. These changes have been implemented primarily to allow transparency in fees and provide timely information and advice for trustees.

I believe Super Services has a solid foundation to continue building our innovative SMSF administration and advice service for trustees with our future plans including expanding our education of trustees and administration support for accountants and financial planners.”

Brenda has attained a Cert IV in Accounting, Associate Diploma in Business Management (Accounting), Diploma in Financial Services (Financial Planning) along with successfully completing the SMSF Personal Advice Course.

Brenda Wishey, as an Authorised Representative (No 1254547) of the SMSF Advisers Network Pty Ltd ABN 64 155 907 681 AFSL 430062, allowing her to provide personal SMSF Advice.

Jaime-Lee Alzino

Administration Assistant

Jaime-Lee provides clerical and administrative support to our team with an aim to provide exceptional customer service. The experience gained from a varied career will see Jaime-Lee settle into this role quickly and assist with increased efficiencies for our clients.

 

“Super Services deliver where it counts. With a comprehensive knowledge of the ever changing regulatory landscape, Super Services keep me informed and my fund ahead of the changes. I get fast, thought through responses to my queries. Plus, the online fund access with real-time information is very handy when I am travelling.”

– Christopher Burgess

“As one of its foundation clients, my expectations have been exceeded. My experience has been that of unfailing prompt responses to my questions and requests for assistance, excellent service and knowledge and a proactive approach. I believe that people who are seeking superannuation administration and advice which is leading edge, comprehensive, and tailored to meet personal needs and circumstances would do well to consider what Super Services has to offer.”

– Shirley Macfarlane

“Super Services deliver where it counts. With a comprehensive knowledge of the ever changing regulatory landscape, Super Services keep me informed and my fund ahead of the changes. I get fast, thought through responses to my queries. Plus, the online fund access with real-time information is very handy when I am travelling.”

 

– Christopher Burgess

Why Work
With Us.

Experts in SMSF Admin

We can navigate while you drive your SMSF.

PROCESSING

You have access to a full onshore administration service including advice, establishment, wind up and monthly processing.

STRATEGY

Your fund is regularly monitored to identify potential tax and super strategies and/or issues that are time sensitive.

RESOURCES

You will have complete access to the relevant documents, forms, newsletters and fact sheets all on-line.

CLIENT VIEW

You have access to our client portal, providing real time value of your SMSF and whole of wealth.

TRANSPARENCY

You have fee transparency with set pricing for advice, administration and ancillary services.

PARTNER

We collaborate with your chosen industry professionals eg. Accountant, Financial Adviser, Solicitor etc.