MANAGER
Kate Fennell
Kate has a decade of experience in public practice with exposure to a diverse range of clients across many industries including hospitality, medical, property development and professional services.
A background in boutique tax and advisory practices has allowed Kate to focus on delivering personalised advice to clients from small businesses to high net wealth individuals and large proprietary companies.
Kate enjoys working closely with her clients beyond general tax compliance reporting. This includes cash flow management, financial modelling, succession planning and business exit strategies.
Professional Qualifications
- Bachelor of Commerce
- Member of Chartered Accountants Australia and New Zealand
Industry & Service Specialisations
Self-Managed Superannuation Funds
Division 7A
Capital Gains Tax
Tax Structuring