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Adam James

Adam James


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...

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...
Your guide to superannuation guarantee (SG) contributions

Superannuation: Removal of the work test and associated planning benefits

Those aged 67 to74 are not required to meet the work test when making or receiving non-concessional or salary sacrificed superannuation contribution