First Financial’s specialist team of SMSF Administrators manage our clients ongoing SMSF compliance requirements and are dedicated to keeping them on track. They make navigating the complex world of SMSFs seem easy.
Team leader, Dana Mihajlovic, a self-confessed numbers geek, is passionate about helping women succeed in the office. Charlene is a busy mum who juggles her career with raising young children. Annie comes from a large family and enjoys the dynamic pace of the office.
This tight knit group share a strong work ethic and mutual respect for each other’s strengths and differences. Their ongoing success is a testament to the positive team culture they have created. Supporting one another enables them to be the best they can be.
Dana credits great team work as a key factor in achieving excellent results for their clients. As she explains,
“A new client recently came to First Financial with outstanding prior year returns and compliance issues with the ATO. We worked together, liaising with the adviser, to solve the issues and implement a plan. As a result, the ATO waived penalties and the client was really happy. Everyone in the team took great pride in their work and it was fantastic to see them so confident in their abilities.”
Our team of SMSF Administrators work hard keeping their technical knowledge up to date and liaising closely with advisers and the ATO to manage compliance. They also provide essential support for our clients making sure they understand their roles and obligations when it comes to the administration of their funds.
Photo left to right: Dana Mihajlovic, Charlene Sim and Annie Nguyen
