Annette provides high quality business advisory services to a range of small and medium businesses.
Her experience extends across several industry groups including primary production and health professionals.
Annette brings strong and practical expertise in the area of family business, having grown up and worked in her iconic family business. She is currently involved with the Family Business Australia (FBA) Adviser group, and holds FBA Adviser Accreditation.
Annette understands the concerns of family businesses and advises on areas including succession planning, generational change, family constitutions, strategic business planning, budgeting and cash flow forecasts, as well as the ongoing compliance requirements of financial statement, income tax return and BAS preparation.
Annette is involved in a number of committees across Australia. She is responsible for the Quality Control of all work generated through the Business Services division of HLB Mann Judd in SA. She is part of the professional development committee for the Tax Institute of SA and regularly contributes to the media on tax and family business matters.
Areas of expertise
- Tax planning
- Family business advice
- Estate planning
- Buying or selling a business
- Business and succession planning
Qualifications & memberships
- Accredited Family Business Australia Adviser
- BA Masters in Accounting
- Member, Chartered Accountants Australia and New Zealand
- Associate Member, Tax Institute of Australia