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Alexandra Plumb

Associate Director, Superannuation Advisory

Contact

Email Alexandra (07) 3228 4025 Brisbane, Gold Coast

  • Diploma of Financial Planning
  • SMSF Specialist Advisor
  • Tax (Financial) Adviser
  • Accredited Aged Care Professional
  • Graduate Diploma Chartered Accountants Australia & New Zealand (CAANZ)
  • Bachelor of Business (Accountancy & Business Law) (James Cook University)

  • Financial Planner AFP (Financial Advice Association Australia)
  • SMSF Specialist Adviser (SMSF Association)
  • Chartered Accountants Australia & New Zealand - Member (CAANZ)

Expertise

Alexandra specialises in all aspects of Self-Managed Superannuation Funds (SMSFs). Her expertise includes taxation and administration of SMSFs, retirement planning, contribution strategies, limited recourse borrowing arrangements and reviewing investment structures to ensure legislative compliance.

Background

Alexandra joined Vincents in 2016 as a senior accountant in Superannuation Advisory and was appointed as Associate Director of the team in 2022. She has over 10 years’ experience working in taxation and superannuation for a number of accounting firms in regional and metropolitan Queensland.

Insights from Alexandra

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An Easy Guide To Aged Care Fees

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Division 296 Tax & Implications for Personal Injury and Other Compensation Payments in Superannuation

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How to prepare for unexpected fees in residential aged-care?

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Total & Permanent Disability (TPD) Case Study: Why engage a financial advisor?

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Festive season signs: Is it time to consider aged care?

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Aged care might not need a large lump sum