Like most industries within Australia, Superannuation has felt the effects of COVID-19 and the Federal Election. The National Retail Association has partnered with Vincent’s and the Active Super teams to give our members the opportunity to ask their own questions about super – even ones you may feel silly about asking your advisors (we know from past experience that even the smartest people find the world of Superannuation quite complex).
This could be a chance to ask about your staff’s super or their own self managed super funds.
Presented by:
Alexandra Plumb, Associate Director – Superannuation Advisory at Vincents
Alexandra has over a decade of experience working in taxation and superannuation. Her expertise includes taxation and administration of self-managed superannuation funds (SMSFs), retirement planning, contribution strategies, limited recourse borrowing arrangements, and reviewing investment structures to ensure legislative compliance.
Alex is well versed in presenting and is currently the lead specialist of the Chartered Accountants Australia and New Zealand superannuation discussion groups which are held bi-monthly to a national audience of their members.
Alexandra has a keen interest in assisting clients, financial advisers and accountants navigate the complexities of the superannuation environment. She is in the unique position of being qualified to provide both financial advice and accounting & tax advice to clients. Alexandra has been with Vincents since 2016 and was appointed as Associate Director of the superannuation advisory division in 2022.
About Vincents
Elaine Lawler, Client Relationship Manager at Active Super
“Active super is open to anyone who wants a secure future for themselves, their communities and the World”
Elaine has worked in the financial services and Superannuation industry for over 30 years and holds expertise in financial planning and relationships management and strives to improve the financial security of all Australians.
With a passion for our climate, Elaine sees the importance of our future in responsible investing and she thrives on this to support and assist employers to achieve Active super’s main mission, Member Focused outcomes for a better retirement. Especially for Sydney West & Western NSW.