RBG PRIVATE have grown into a team of experts with over 75 years of cumulative experience in all aspects of wealth planning.
Rose is dedicated to servicing her own accountancy and taxation clients. She is an SMSF specialist and is interested in assisting people create wealth by investing in property- either within their own SMSF or outside of superannuation.
Rose has chosen not to be a financial planner or investment advisor, and she does not make recommendations nor give advice on specific financial products other than in respect of taxation issues arising from those investments. This allows her to provide completely independent advice free from any form of conflict. Instead, Rose works as an accountant in Sydney, with licensed financial planners and advisors who have the expertise to advise products and investments.
An area of interest to Rose is in the provision of tax planning strategies, establishment and administration of Self Managed Superannuation Funds (SMSFs), succession planning and asset protection strategies for families and business people.
As a prominent Sydney Accountant, another facet to Rose is assisting with accounting matters as a trusted adviser role to families and takes on a confidante role to these families, working with the family members to achieve financial goals, while importantly, maintaining family harmoney.
Rose is also expert at understanding and processing business complexities as a Sydney based accountant. She has undertaken a number of business improvements assignments involving intensive examination and reconstruction of business processes and financial statements.
Rose is an experienced risk and compliance consultant, providing expert advice to Government Departments and corporations in the following:
• Identifying fraud and corruption risks in the procurement process
• Probity advisory
• Probity Audits