Alex Liu

“When advisers need clarity on a complex SMSF issues, I help them find the right solution with confidence.”

Expertise

Self-managed superannuation fund (SMSF) specialist Alex Liu helps high-net-worth individuals, business owners, professionals, retirees and family groups navigate complex SMSF compliance, governance and strategic planning matters. Alex supports clients who need clarity on technical superannuation issues, assistance managing sophisticated SMSF investment structures, or guidance through changing legislative and regulatory requirements.

Alex advises on SMSF compliance, pension strategies, contribution planning, property investment structures, limited recourse borrowing arrangements, trustee governance, related-party transactions and regulatory obligations. He regularly works alongside accountants, financial advisers, solicitors, auditors and wealth professionals to ensure SMSF strategies remain compliant while supporting long-term retirement and wealth objectives.

Alex is particularly sought out by advisers and professionals seeking a second opinion on complex SMSF matters, including fund structuring, investment compliance, off-market transactions, trustee changes and legislative changes such as Division 296. His background as a former ASIC-registered SMSF auditor gives him a strong understanding of compliance risk, while his practical approach helps clients and advisers make informed decisions with confidence.

Background

Alex is a CPA-qualified SMSF specialist with more than a decade of experience across accounting, superannuation and professional services. He began his career in Perth in 2012 before relocating to Brisbane in 2017. His experience includes three years with KPMG and advising some of Australia’s largest and most complex SMSFs. Alex has worked across SMSF audit, compliance and advisory services, and is actively involved with the SMSF Association and the Australian China Business Council.