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Kathy Smith

Kathy Jo Smith

Senior Manager
Superannuation

Kathy commenced with LDB Group in 2008 as a self-managed superannuation fund accountant and was appointed manager of LDB’s Superannuation Services division in 2010.

Prior to LDB she worked in business services for 10 years, choosing to specialise in self-managed superannuation funds once joining LDB. Kathy works closely with clients to ensure their SMSF’s remain compliant and members are meeting their financial goals.

Outside of the office Kathy calls the Yarra Valley home with a number of animals under her and her husbands care.

Kathy holds a Bachelor of Business from Monash University, is a member of CPA Australia and is a SMSF Specialist Advisor™.

From the blog...

Why you should update your SMSF investment strategy

Why you should update your SMSF investment strategy

With your retirement goals in place, having an investment plan that ensures you meet those goals is essential. An...
How to ensure your self-managed super fund (SMSF) remains compliant

How to ensure your self-managed super fund (SMSF) remains compliant

As the trustee of a self-managed super fund (SMSF), you are in control of administering the investments...
Changes to event-based reporting for self-managed superannuation funds (SMSFs)

Changes to event-based reporting for self-managed superannuation funds (SMSFs)

As part of the superannuation reforms announced in the 2016 Budget, the federal government has introduced...