Professional experience
Elijah is a Partner of our Adelaide office and specialises in the area of superannuation. Elijah oversees the firm’s Self-Managed Super Fund team and works closely with clients, their financial advisors and solicitors, in providing and implementing Superannuation advice. With his unique skill set, Elijah enjoys working closely with client groups to define their business and personal goals and provide relevant commercial advice to assist them in achieving success.
In addition to this, he works in the areas of business services and taxation, with a specialised focus on industry sectors such as Agriculture, Medical, Retail, and Manufacturing.
As a Chartered Accountant (CA) and a designated Specialist Self-Managed Superannuation Adviser, Elijah has the credentials to provide quality advice and deliver significant value to his clients. This diverse experience enables Elijah to provide his clients with proactive service and a holistic approach to wealth creation and structuring.
Outside of the profession, Elijah particularly enjoys soccer, travelling, trying different cuisines, and spending time with his growing family.
Recent examples of work include:
- Advising and delivering a succession plan for a family-owned business, balancing considerations from equitable, tax effectiveness views while maintaining family harmony
- Working with clients, their Financial Advisors and legal team in providing a holistic approach to ensure tax effective investment and asset protection of client wealth across multiple structures (SMSF, Corporate, Trusts)
- Undertake detailed review of employer obligations to assist clients undergoing ATO audits including liaising with the ATO to ensure a positive outcome for the client.
Qualifications and memberships
- SMSF Specialist Advisor (SSA)
- Member of the Institute of Chartered Accountants in Australia & New Zealand (CA ANZ)
- Member of SMSF Association
- Diploma of Financial Planning
- Bachelor of Commerce - Flinders University
