Tracey Brown-Thomas

Tracey joined the firm in 2023 and has more than 25 years of senior and partner experience in public practice.   She has a Bachelor of Economics from Monash University and is a qualified Chartered Accountant and Fellow of CPA Australia.

Tracey has extensive experience in a wide area of Taxation and Accounting, including capital gains tax issues and various rollover strategies, FBT & GST and has advised family groups, business owners and high-net-worth individuals.   Tracey values the relationships and trust she builds with clients and enjoys the challenge of delivering practical and efficient solutions to tax issues.

Tracey has developed in-depth knowledge of all aspects of Self-Managed Super Funds (SMSF) and associated wealth accumulation strategies and has achieved the specialisation of CA SMSF Specialist, she has also undertaken further studies to become an Accredited Mental Health First Aider.

Specialist Areas

  • Specialist Tax Services
  • Corporate & SME Transactions
  • Superannuation
  • Tax and Accounting Compliance
  • Advising Health Professionals

Qualifications

  • Bachelor of Economics
  • Chartered Accountant
  • CPA Australia – Fellow
  • CA SMSF Specialist
  • Registered Tax Agent
  • Registered ASIC SMSF Auditor
  • Public Practice Certificate Chartered Accountants ANZ
  • Accredited Mental Health First Aider

Professional Memberships

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    Martin Phelan and Phil McIsaac  Melbourne Tax Accountants and Business Advisors
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