Alexandra Plumb

“My role is to provide clarity, so clients can make informed decisions about their future.”

Expertise

Based in Brisbane, Alexandra works with SMSF trustees, business owners and high-net-worth individuals seeking specialist support with complex superannuation, compliance and advisory matters. She is known for translating complex technical rules into practical guidance, giving clients clarity around their obligations and available opportunities.

Alexandra advises clients on a broad range of SMSF matters, including compliance requirements, fund structures, complex investments, property acquisitions within superannuation, trustee responsibilities and technical superannuation issues. Drawing on her accounting and SMSF experience, Alexandra takes a holistic approach to client issues, helping identify broader considerations that may affect retirement planning and overall personal circumstances.

She is particularly valued for her technical expertise, education-focused approach and ability to collaborate with accountants, lawyers and other advisers to deliver integrated solutions where superannuation, family law, estate planning and other financial matters intersect.
 

Background

Alexandra began her career as a graduate in the self-managed superannuation sector and has worked in SMSF accounting, compliance and audit support throughout her professional career. She also gained experience in business advisory, personal injury financial advice and aged care advice before returning her focus exclusively to SMSF advisory and compliance services. She is an Accredited SMSF Specialist and Tax (Financial) Adviser, bringing recognised expertise in self-managed superannuation.