07 Our team
Five people, and what each of them actually does
Two CPAs, a chartered accountant, a registered BAS agent and a practice manager. Everyone here has a direct line.
01Principal and Registered Tax Agent
Imogen Traill
Imogen started the practice in 2016 after seven years in larger firms and still takes most first meetings herself. She is the one who will tell you a structure is not worth the annual cost, and she does the farm visits because she grew up on one out past Pittsworth.
- CPA
- Registered Tax Agent with the Tax Practitioners Board
- Bachelor of Commerce
- Years in practice
- 17
- Takes
- Most first meetings, and the farm visits
- Will tell you
- When a structure is not worth the annual cost
02The rest of the practice
Who you will actually be dealing with
Four people, four direct lines. No account manager sitting between you and the person doing the work.
- 12 years
Rohan Mathieson
Senior Accountant, Business Services
Rohan handles company and trust work, structuring and the ASIC side of things. He has a habit of drawing the options on paper before anyone commits to one, which clients tend to keep.
Chartered Accountant (CA ANZ), Graduate Diploma of Chartered Accounting
- 9 years
Kayla Prentice
Bookkeeping and BAS Lead
Kayla runs the monthly file work, payroll and every activity statement that leaves the office. She is the reason the super gets paid a fortnight before it is due rather than the morning it falls over.
Registered BAS Agent, Certificate IV in Accounting and Bookkeeping
- 10 years
Hannah Skene
Client Manager, Superannuation and SMSF
Hannah looks after the funds, the annual strategy reviews and the conversation nobody else offers, which is whether a small fund is still worth running at all.
CPA, SMSF Association specialist accreditation
- 7 years
Marcus Deeley
Practice Manager
Marcus keeps the lodgement calendar honest and is usually the voice on the phone. If you have not heard back on something, he is the person to ring.
Diploma of Business Administration
03Reaching us
One number, and it is answered
Every call is answered or returned within one business day, tax season included. If you have not heard back on something, Marcus is the person to ring.
