SMSF AAA – Founding Members

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Sam Marotta

GD (Acctg); Fellow NTAA; JP

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.

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.

His practice “AlpineTAX” is located in Myrtleford which is the Gateway to the spectacular Alpine Snowfields, hence the name!

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Karen Stewart

JP BBus (Acc) GradCertFinPlan CPA MAICD NTAA

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.

Suite 5a, 1183-1187  The Horsley Dr,

Wetherill Park NSW 2164


(02) 8315 7796

sales@smsfaaa.com.au

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