Paul Rafton

Paul Rafton

National Leader, Superannuation

Superannuation

BDO.LiveSite.People.ExecutiveSummary

Paul is a superannuation partner with BDO in Brisbane.

Paul is a specialist in Self-Managed Superannuation Funds (SMSF), advising clients on compliance issues and techniques to enhance and protect their retirement savings. He has worked across superannuation fund compliance and administration and provides advice on the interpretation of related legislation.

Paul joined BDO, as executive director, in 2006. In 2014, he was appointed partner. Paul has over 27 years’ experience in accounting and superannuation fund compliance and administration.

Services

  • SMSF administration, compliance and advisory
  • Superannuation fund audit
  • APRA Registrable Superannuation Entities (RSE)

Key assignments

  • Fund Administration – Compliance and administration of up to 500 SMSFs
  • Audit – Financial and compliance audit of SMSFs
  • APRA RSE - After consulting extensively with key stakeholders and undertaking a high-level due diligence review, a risk management strategy and risk management plan were designed and implemented to set out the organisational structure and risk management framework and articulate those particular risks to the Trustee, processes and procedures were subsequently implemented to mitigate the identified risks
  • APRA RSE - Design of product disclosure statement and annual report to comply with both APRA and ASIC reporting guidelines

Qualifications

  • Bachelor of Commerce (Accountancy)

Affiliations

  • Small Independent Superannuation Funds Australia
  • SMSF Professionals Association of Australia
  • Former National Vice Chair and Queensland State Chairman, Taxpayers Association of Australia
  • Former Director, Youth Emergency Services