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Kathy Smith

Kathy Jo Smith

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 holds a Bachelor of Business from Monash University and is a member of CPA Australia

Authorised Representative of LDB Financial Group Pty Ltd

Australian Financial Services Licensee Number 437164

From the blog...

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...
Tax for SMSF members: What can I claim?

Tax for SMSF members: What can I claim?

As a member (and trustee) of your self-managed superannuation fund (SMSF) it’s important to understand...
Trigger events to deem a Last Will and Testament invalid

Trigger events to deem a Last Will and Testament invalid

With a Last Will and Testament being the only legally binding document accepted by law as an individual’s...