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Adam James

Adam James

Manager
Superannuation

Adam joined LDB Group in February 2023 and is a member of both Chartered Accountants Australia and New Zealand and the SMSF Association.

He has completed a Bachelor of Commerce, majoring in accounting and finance.

He spent about thirteen years in public practice as well as the superannuation industry, where he particularly enjoyed assisting clients in managing their self-managed superannuation funds.

Adam is passionate about delivering a high-quality and efficient service to his clients while establishing and maintaining long-term relationships.

From the blog...

Couple discussing their superannuation

Changes to superannuation contribution rules in FY2024-25

What can you do before 1 July 2024, and what changes with the new financial year? Understanding superannuation...

Structuring your investments for retirement: maximising Australian superannuation benefits

Recent findings from Capital Preferences reveal that a staggering 78% of Australian pre-retirees aged...

Employers Beware: The Importance of Paying Superannuation by the Deadline

In Australia, superannuation is a cornerstone of retirement planning, ensuring that individuals can enjoy...