Accountant

"I started at Robson Partners in May 2018 as a Client Service Manager through the merger of Walker & Andrews.

I have been able to enjoy a full time career whilst bringing up my two sons, who are now adults. I have a passion for Taxation and Superannuation, and assisting clients minimise tax and maximise their wealth.

In my spare time I am a Football (Soccer) tragic, spending most weekends in the stands cheering on the Jets!"

Background

Heather started her Accounting career in 2002 as a trainee in a mid-sized Chartered Accounting firm in Wagga Wagga. Over the next 16 years, she has worked in firms of varying sizes in Albury, Central Coast, Newcastle and Sydney.

Professional Qualifications & Memberships

  • Bachelor of Business (Accounting/Finance)

  • Master of Applied Taxation

  • Graduate Certificate in SMSF

  • Member of Chartered Accountants Australia & New Zealand

  • Member of the Self Managed Superannuation Association - SMSF Specialist Adviser

  • Justice of the Peace (NSW)

Experience and Expertise

  • Auditing of Self Managed Superannuation Funds
  • Completion of Financial Accounts and Taxation returns for individuals, partnerships, trusts, companies and superannuation funds

  • Processing of Business Activity Statements and Instalment Activity Statements

  • Proficient in other areas of taxation including Land Tax, Payroll Tax, FBT and CGT

  • Experience in Accounting software programs such as MYOB, BGL and also being a Certified Adviser in Xero, Quickbooks and Saasu


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