Email Address: firstname.lastname@example.org
Phone: +61 2 8059 6814
Mobile: +61 447 124 704
René has over 20 years’ experience as an assurance and financial reporting specialist. With a focus on delivering value-add assurance services to Funds, AFSL holders, Managed Investment Schemes and other entities in Financial Services, René believes in a service delivery which is relationship driven.
René takes a commercial approach while having a strong technical background. She keeps her eye on the big picture to identify opportunities and solutions for her clients.
René is a key member of our Financial Services Industry Group – a focus sector for SW as it is a recognised key industry for the stability and growth of the Australian economy.
René also actively participates in the Property Funds Association (PFA), including on occasion being a guest presenter and panellist at functions for members and guests and is a member of the PFA's Diversity Committee. René also a committee member of the ACBC NSW Financial Services sub-committee.
Qualifications and Memberships
- Bachelor of Accounting and Finance
- Member of Chartered Accountants Australia and New Zealand
- Fellow of Institute of Chartered Accountants in England and Wales
- Member Financial Services Council (FSC)
- Diversity Committee, Property Funds Association
- ACBC NSW Financial Services Committee
Expertise and Specialisation
- Assurance - Audit and Review Engagements
- IFRS Advisory
- Controls Assurance
- Financial Reporting
- Financial Due Diligence
Level 7, Aurora Place, 88 Phillip Street, Sydney, New South Wales, 2000
SW Accountants & Advisors is an Australian owned advisory and accounting firm with an 85 year history that understands relationships make all the difference in creating opportunities and delivering great outcomes for our clients and our people. We are recognised specialist advisors in the funds management sector, providing a broad range of services to clients of all sizes, including large listed and unlisted fund managers. We provide the following services to over 20 fund managers:
– AFSL audits
– Outsourced fund accounting
– Independent accounting reports
– Independent expert reports
– Tax compliance
– Tax due diligence
– International tax structuring
– Corporate finance
We have also combined our years of expertise in corporate tax and software engineering to produce market-leading software solution, Complete Tax Solutions (CTS). CTS streamlines the entire tax reporting and compliance process by automating the tax distribution and tax return process for property funds.
SW Accountants & Advisors is a proud and long standing member of the Property Funds Association. Our significant involvement in the property funds industry mandates an active involvement in current tax and accounting issues that impact your sector.
We take pride in being at the forefront of reforms, whether legislative or administrative and actively involved in consultative processes, making submissions to Treasury and/or the ATO.