SMSF AAA – Directors
Lina De Marco
Born and educated in Sydney, at a young age Lina secured a cadetship with Cooper & Lybrand while she completed her Bachelor of Business from the University of Technology Sydney (UTS).
Consciously deciding to then work for smaller accounting firms, Lina developed a passion for small business and empowering women in financial literacy and business management. She has always been an advocate for gender equality in the workplace.
In 2005, Lina established her own firm and for many years was also an educator at TAFE Digital imparting her accounting, business and management skills. Lina then became Senior Partner at a private firm before establishing Ademus Business Solutions.
Admitted as a member of Chartered Accountants (CA) in 2003, Lina is also an appointed Justice of the Peace, registered Tax Agent and ASIC approved SMSF auditor.
Currently studying a Bachelor of Law that shall eventually be framed next to her Bachelor of Business (Accounting), Graduate Certificate of Financial Planning, and CPA membership.
Auditors are probably on par with dentists; it’s not a pleasant experience but avoid them to your detriment. It’s this audit necessity that allows Karen Stewart to apply her friendly face to clients of KS Audit, rather than simply wielding a big audit stick. Karen is somewhat proud, in a social setting, when people are surprised at her profession, citing too much personality for a stereotypical auditor.
Karen embraces her inner nerd, though. She is currently studying a Bachelor of Laws that shall eventually be framed next to her Bachelor of Business (Accounting), Graduate Certificate of Financial Planning, and CPA membership. Karen writes a weekly article, Much Ado About Tax, in her local newspaper. She also allows herself an online soapbox writing personal articles for her two blogsites.
Karen is extensively involved with her local community, being treasurer to several not-for-profit groups and social welfare charities. She is mother to four children and enjoys restoring their 1930s cottage in the historic Camden town. Their expansive gardens provide the perfect outdoor lifestyle for their large family to play and their chickens to roam.
Sam specialises in the audit of SMSF’s with over 20 years’ experience in this field. As a founding member of SMSF AAA he is passionate about maintaining the integrity of the SMSF industry.
Sam has over 40 years’ experience in the Accounting and Taxation Profession including working for some of the larger accounting firms in Melbourne and Albury. He has completed both under graduate and post graduate studies in Accounting at Swinburne University and is a Registered Company Auditor, ASIC Approved Registered SMSF Auditor and is a fellow of the NTAA & NTAA Plus.
His practice “AlpineTAX” is located in Myrtleford which is the Gateway to the spectacular Alpine Snowfields, hence the name!