
Director & Platform Manager
Brett has 13 years of industry experience and leads the SMSF Life Insurance Reviews team. As our platform manager, he is also in charge of platform innovation and managing our team of developers.
For over 30 years, our founders have focused on providing exceptional service to accounting firms.
We know how hard it can be to run a business – or an SMSF – in the rapidly changing environment we live in, and our mission is to make that easier for you and your clients.
Whilst developing this platform, we spoke with many accountants and trustees, who were all looking for simplicity, speed and ease of use. Put simply, they wanted peace of mind, knowing that this area of the Investment Strategy Operating Standard has been acted on correctly.
It’s no co-incidence that 80% of our management team have the same surname. We are an Australian family business that is 100% invested in making this the best compliance tool for you and your clients.
Our purpose is to be the simplest life insurance compliance tool for accountants and SMSF trustees.
Director & Platform Manager
Brett has 13 years of industry experience and leads the SMSF Life Insurance Reviews team. As our platform manager, he is also in charge of platform innovation and managing our team of developers.
Director & Operations Manager
Jeremy has 30 years of industry experience and manages the day to day behind the scenes operations. He has developed a necessary need to keep things simple and his influence is reflected in the simplicity that you will enjoy within the SMSF Life Insurance Reviews platform.
Accountant Support Manager
Cassandra is a Chartered Accountant with an auditing background and knows what it takes to keep our users happy and productive. Cassandra ensures that you receive top notch support and is here to assist you when you need her.
Marketing Manager
Vanessa brings a further 7 years of industry experience to our team and is in charge of keeping the updates flowing and keeping you informed of the latest and greatest compliance news. Occasionally she gets the urge to provide support, so feel free to say hi if you catch her on the phone.
It’s no co-incidence that 80% of our management team have the same surname. We are an Australian family business that is 100% invested in making this the best compliance tool for you and your clients.
Our purpose is to be the simplest life insurance compliance tool for accountants and SMSF trustees.
Director & Platform Manager
Director & Platform Manager
Brett has 13 years of industry experience and leads the SMSF Life Insurance Reviews team. As our platform manager, he is also in charge of platform innovation and managing our team of developers.
Director & Operations Manager
Director & Operations Manager
Jeremy has 30 years of industry experience and manages the day to day behind the scenes operations. He has developed a necessary need to keep things simple and his influence is reflected in the simplicity that you will enjoy within the SMSF Life Insurance Reviews platform.
Accountant Support Manager
Accountant Support Manager
Cassandra is a Chartered Accountant with an auditing background and knows what it takes to keep our users happy and productive. Cassandra ensures that you receive top notch support and is here to assist you when you need her.
Marketing Manager
Marketing Manager
Vanessa brings a further 7 years of industry experience to our team and is in charge of keeping the updates flowing and keeping you informed of the latest and greatest compliance news. Occasionally she gets the urge to provide support, so feel free to say hi if you catch her on the phone.
through SMSF Life Insurance Reviews
The integration of SMSF Life Insurance Reviews with Class Super, simplifies investment strategy insurance compliance, down to 2 clicks for our SMSF clients and our firm – A must use tool, especially with the new licensing requirements.
MARK BEER
Cornerstone Advisory
The SMSF Life Insurance Reviews compliance tool seamlessly links with our BGL360 account and makes managing life insurance compliance really easy for our clients and our team.
ADAM BROWN
542 Partners