Julie Taylor CA
Director
Shane Lynch CPA
Head of SMSF Administration
Matt Heighway CPA
Business Development
Since 2007, Keep It Simple Super has helped Financial Advisers and Accountants deliver best practice SMSF compliance with simple, hassle-free client solutions.
We work closely with our clients to customise their SMSF service so they can easily and confidently grow their SMSF businesses.
Why our clients love us:
Our “Simple” philosophy
Our win/win approach to all aspects of what we do
Our attention to detail
Our proactive approach to compliance
The clear value that we provide
The KISS Way
Today, as we celebrate 15 years in business, KISS is a loyal, trusted, remote, Australian team servicing Advisers and Accountants across Australia.
When I started out in accounting in 1996, I immediately connected with SMSFs. Being able to take control of my own superannuation to build my dream retirement just made sense to me.
Because of this connection, it was an easy decision to specialise in SMSFs and in 1999 I took my first specialist SMSF administration role with a mid-tier accounting firm. My next move was to take on the Associate role in an SMSF only firm.
Fast forward, and with more than 10 years specialist experience, it was time to set up my own firm, Keep It Simple Super.
With my own business, I could have my idea of SIMPLE: to be able to do my job well, with a loyal team I liked and respected and for clients willing to pay a fair price for an outcome they appreciated.
Integrity, Fairness and Collaboration became KISS’s core values and I started on my journey of finding like-minded people for our team and clients looking for a win/win to work with.
Today KISS is a loyal, trusted, remote, Australian team servicing Advisers and Accountants across Australia.
We deliver an SMSF administration service that takes as much of the burden away from our Adviser and Accountant referrals as we can.
It’s a simple win/win, take care of the SMSF administration effectively and efficiently and give time back to our Adviser and Accountant referrals so they can add value to their clients.
A Quick History from our Director - Julie Taylor
Lifetime SMSF is our retail SMSF Accounting brand helping many Australians manage their SMSFs. This brand also works with Accountants that don't offer their own SMSF services.
Best Practice SMSF provides Advisers, Accountants and Trustees with Practical SMSF resources via Videos, Templates, Checklists and a Quarterly newsletter.
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Our chosen lawyer for many years, David Fullerton assists our clients with their SMSF documentation and related matters to ensure compliance and avoid unwanted outcomes.
