Brad Hoffman Email & Phone Number

Brisbane, Queensland, Australia

Senior SMSF executive, reporting to the CEO. Responsible for the team preparing annual accounting and administration of approximately 300 funds across offices located in multiple Queensland locations. Preparation of high level technical, taxation and strategic advice for our SMSF clients.Registered Tax Agent; authorised reprsentative of AFSL holder.

Brisbane, Australia

Responsible for the overall management of the company, including financial, compliance, employee appointments and removals, internal systems, marketing, product development and deployment.Provision of advice in relation to the operation of superannuation laws in Australia, reviewing trust deeds, overseeing preparation of documentation for commencement of new superannuation funds, preparation of financial statements, income tax returns, and other year end secretarial documentation for small and corporate superannuation funds.Pro-Super provided fund accounting, tax and administration services for self-managed superannuation funds throughout the country, with combined funds under administration of approximately $200m at any one time.Superannuation technical consultant to over 300 accounting and financial planning practices around Australia.Wrote and maintains the SMSF trust deed used by Barwicks, Redchip Lawyers, Pro-Super, a large shelf company supplier and the largest SMSF administrator in Australia. Deed continues to be sold (+50,000 copies sold to date, with total revenue exceeding $15m).Wrote code base and oversaw the development of “Superior” – the first online SMSF fund administration software for year-end accounting, tax, audit of SMSFs.

Brisbane, Queensland, Australia

Providing support to clients and advisers with complex superannuation technical matters. Liaising with clients to optimise their self-managed superannuation fund strategies and structures.

Brisbane, Australia

Senior executive, reporting to the Board of Directors. Responsible for the strategic, operational and financial elements of the business. Senior superannuation specialist, responsible for high level advice and oversight to our clients.Developed a partial outsourcing solution, effectively reducing costs and substantially increasing profit margins. The model adopted resulted in faster job turnaround, at significantly lower cost; allowed for increased onshore manager reviewing time; and improved per fund profit margins by in excess of 25%, with improved client satisfaction and equivalent final job quality.Virtu is a large, independent specialist SMSF administration company, providing accounting, tax, compliance, audit and strategic advice services to other accounting and financial professionals, as well as to select trustees.

Brisbane, Queensland, Australia

Contract Chief Financial Officer, reporting to the directors.Responsible for rebuilding staff and accounting systems, post-Covid.Go Unlimited provides travel insurance products via Lloyds of London. When travel embargoes were lifted, Go’s business increased more than 5-fold within 6 months.Developed software and systems solutions to enable substantially increased transaction volume; rebuilt the accounting department.Liaising with external accountants and auditors for AFSL audit.Restructuring the premium and claims accounting systems to better facilitate the newly scaled business operations.

Brisbane, Queensland, Australia

Leading one of the largest self-managed superannuation fund business units in Queensland, reporting to the CEO and directors. Providing specialist technical and tax advice to client advisers, clients and external parties on matters relating to clients' superannuation funds and income streams. The role includes developing strategies and structures for large, high net worth clients and family groups, including intergenerational wealth transfer. Working in partnership with client advisers to develop new business opportunities. Authorised representative of MGD Wealth Ltd.

Brisbane

Associate Partner, Superannuation for the Queensland Region.2IC to the Queensland Superannuation Partner. The Queensland region manages in excess of 1,500 self-managed superannuation funds, with 30 direct staff spread across four office locations, and combined Funds Under Administration over $900m.Lead technical superannuation consultant to The Public Trustee of Queensland for relevant Public Trustee clients.Lead technical, regulatory and prudential expert on successful engagements conducting triennial reviews of APRA-mandated risk, insurance, conflicts management, and investment governance frameworks for QIEC Super and Club Super.Co-ordinated the transition of over 800 funds from BGL SimpleFund to Class cloud-based software and initiated bank, broking and Wrap automation of clients.Assisted in implementing outsourcing program to off-shore service provider for fund accounting; assessment of performance and results.Responsible for superannuation advisory function, including: development and presentation of seminars; detailed technical advice and strategies; preparation of statements of advice to superannuation clients; development of documentation and processes (in conjunction with head of compliance) for implementation of licensed accountant advice procedures after 1 July 2016; dealing with auditors and ATO in relation to fund compliance breaches and rectification.Successfully managed the transition of document ordering and production (companies, trusts, agreements, etc.) to a single provider, with new bespoke website and branding for 8 Queensland offices, producing significant efficiencies, homogeneity of product, lower costs and streamlining of accounts payable.RG146 trained and qualified.Trained team and peer review facilitator.Extensive knowledge across multiple software desktop suites and Salesforce CRM.

Brisbane, Sydney Australia

Oversaw IT staff developing the “Partner Suite” online software for life insurance company underwriting and policy administration, which has been licensed to three separate life companies.Responsible for initial AFSL application and ongoing reporting, CFO and company secretarial functions, including preparation of cashflow and budgets for Board, liaising with external auditors, supervision of financial statements and company tax returns preparation.

Brisbane, Sydney Australia

Founding shareholder and executive director.GUM provided special risk insurance products via Lloyds of London to clients including Royal Australasian College of Surgeons, Virgin Pilots’ Association and Ambulance Victoria.Involved in AFSL application process and ongoing reporting.CFO functions, including accounting for Australian and foreign currency premium receipts, commission and taxation payments, oversight of BAS and PAYG, liaising with auditors and preparation of financial statements and company tax returns, remittance of premiums to London.Policy administration functions, including maintenance of policy records, preparation of bordereaux and policy renewal documentation.

Brisbane, Australia

PSH Solutions was a group life underwriting and management consultancy which grew Lumley Life Ltd’s (and later Prefsure Life Ltd’s) group life business from $5m to $186m in premium. PSH Solutions was subsequently engaged to assist Tower Life Ltd and Zurich Financial Services Ltd with developing and maintaining their group life operations.Maintained Dealer’s Licence (and subsequent transition to AFSL Licence) requirements, CFO functions, including preparation of cashflow and budgets for Board, ASIC reporting, liaising with external auditors, supervision of financial statements and company tax returns preparation.Key executive in the negotiation and sale of 50% of the company to Prefsure Life Ltd, and the later sale of Prefsure’s interest to Tower Life.

Brisbane, Australia

General responsibility for all financial and taxation affairs for the partnership, including invoicing, collections, payments, budgeting, computerised accounting systems, bank overdraft management, secured and unsecured creditor management, preparation of financial statements, management of accounts department staff.Preparation of advice and drafting of trust deeds and other documents relating to superannuation and taxation matters for the firm.

Brisbane, Australia

Preparation of financial statements, income tax returns, and taxation advice for individuals, partnerships, trusts, companies and superannuation funds.

Fellow

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