David Petterson Email & Phone Number

Australia

Headquartered in Sydney with offices across Australia, India and the UK and with over 1,000 employees, SuperRecords has been delivering better efficiency, increased capacity and larger profit margins for 1000s of Australian Accountants, SMSF administrators, SMSF Auditors, Financial Planners and Mortgage Brokers for more than 10 years.

Sydney, Australia

SuperConcepts (a wholly owned business of AMP) is an Australian success story with over 30 years of experience in the SMSF market. Our passion for innovation has led us to disrupt the SMSF market with scalable and automated solutions, proudly offering the most comprehensive range of services in the market.At SuperConcepts, we deliver innovative and award-winning SMSF solutions to over 38,000 funds in the market. SuperConcepts is the refreshed brand name for the coming together of a range of leading SMSF brands.Our portfolio of SMSF offerings and market-leading services are designed to empower our clients with the professional capabilities to deliver increased ROI that is second to none.SuperConcepts represents a powerful commitment to excellence, innovation and reliability. Most recently we have expanded our solutions to include a back office administration offshore component to our offerings.

Sydney, Australia

State Manager, SMSF Sales at Super Concepts

Sydney (National)

BPO Connect are a leading Australian provider of back office SMSF administration services (as well as finance and accounting) to large accounting practices and SMSF administration providers. At BPO Connect we differentiate ourselves from other offshore providers by providing a quality onshore review process of all SMSF administration compliance services. BPO Connect provides back office wholesale, annual administration and audit services to Accountants throughout the country and indirectly to thousands of trustee SMSF clients. We have over 250 employees located at our primary delivery point in Sri Lanka, 50 employees in India and a further 30 employees located in Melbourne who manage the offshore process for the client.Benefits include - - Local Account Managers located here in Australia; - 5 plus years experience in SMSF administration within our offshore team; - All work reviewed by Australian SMSF Specialists (onshore); - Administration duties performed on thousands of funds annually - Staff are software agnostic including Class Super and BGL 360; - Significant back office scalability; - All client documentation and data stays in Australia; - We use the most secure hosting in the country; - Fixed administration costs per fund which are discounted with scale; - Option of an add on audit solution performed by onshore Australian partners.

National (Sydney)

Provided outsourced financial solutions to the Australian Financial Serives Market. SBS are known as the pioneer of offshore SMSF administration. This has become the core product of the portfolio of solutions we provide with annual administration inexcess of 6,000 SMSFs at the delivery point in Chennai. SBS also provide portfolio administration, accounting, payroll, mortgage processing, equity research and other financial planning services.

Sydney

Premier SMSF is a Sydney based (CBD) SMSF administration provider focused on providing a Business to Business solution to financial advisers and accountants.

SMSFManage Superannuation Compliance Team with 180 Self Managed Superannuation FundsManaging and distributing workload of 4 Accountants in teamResponsible for achieving monthly client billing targetsClient meetings, communication and correspondenceReview work of team members prior to final report preparationManage client lodgement targetsPreparation of Tax Returns and Financial Statement Preparation of Business Activity Statements and Instalment Activity Statements Pension implementation and consulting workLiaising with external auditor required for each FundDevelopment of Standard Working Papers

SMSFSupervising Superannuation Compliance Team with 150 Self Managed Superannuation FundsManaging and distributing workload of 2 Accountants in teamReport directly to DirectorsResponsible for achieving monthly client billing targetsReview work of team members prior to final report preparationManage client lodgement targetsPreparation of Tax Returns and Financial Statement Preparation of Business Activity Statements and Instalment Activity Statements Pension implementation and consulting workWorked closely with financial planner including development of strategies involving RBL's, commutations, re-contributions strategies, various pension plans..

Melbourne

Compliance Intermediate - SMSFAlong with a manager successfully rebuilt a superannuation division catering for the compliance requirements for 120 Self Managed Superannuation FundsManage client lodgement targetsPreparation of Tax Returns and Financial Statement Preparation of Business Activity Statements and Instalment Activity Statements Pension implementation and consulting

Preparation of Tax Returns and Financial Statement Preparation of Business Activity Statements and Instalment Activity Statements Researched relevant case law and legislationLiaising with government departments particularly ATO and CentrelinkMember of Hardware and Software CommitteeDeveloped from initial position as Graduate Accountant

Graduate Diploma, Financial Planning

Bachelor Of Business (Accounting), Accounting

2010 - Completed Self Managed Superannuation Module Kaplan

Vce, Business

Graduate Diploma - Financial Planning, Financial Planning And Services