Print this pageShare this page
Home  >  People  >  Shirley Schaefer
Shirley Schaefer - Partner, Superannuation
Direct:
+61 8 7324 6073
BDO
Level 7, BDO Centre,
420 King William Street
Adelaide SA 5000


Tel: +61 8 7324 6000
Fax: +61 8 8232 0902


Shirley Schaefer BDO Australia

Partner

Superannuation

Shirley leads the Superannuation team, at BDO in South Australia, as well as the national specialisation. She is a recognised industry expert and a passionate advocate of her clients, team and industry.

The Superannuation service line provides a range of compliance, accounting, and taxation and audit services for self managed superannuation funds (SMSFs), both directly and as a back office function for a range of client service providers. Working in cooperation with the Wealth Management team, Shirley is able to support the delivery of strategic superannuation services and advice. Speaking engagements, training and workshops with the Institute of Public Accountants (IPA), Institute of Chartered Accountants Australia (ICAA), SMSF Professionals Association of Australia (SPAA) and industry associations, including Australian Investors Association (AIA), illustrate her industry leadership.

With more than 20 years’ experience as a Chartered Accountant, Shirley joined the South Australian firm in 1994, commencing as an auditor. In 1996, she established a separate Superannuation service line; now one of the largest, dedicated super teams in BDO, servicing over 800 SMSFs. Shirley became a Director in 2001 and was appointed BDO’s National Lead Partner for Superannuation in 2010.

Services

  • Self-managed superannuation fund administration, compliance & advisory
  • Superannuation fund audit
  • Financial services industry (including superannuation funds, trustees and financial planners) advisory
  • Interpretation & technical advice, Superannuation Industry (Supervision) Act 1993 and legislative compliance based requirements

Qualifications

  • Bachelor of Arts (Accountancy)
  • Advance Diploma of Financial Services (Superannuation)
  • Registered SMSF Auditor
  • SMSF Specialist Auditor™
  • SMSF Specialist Advisor™
  • Registered Company Auditor

Affiliations

  • Association of Superannuation Funds of Australia Division Committee Award for contribution to ASFA
  • SPAA Chairman’s Award for contribution to SPAA and SMSF sector
  • Fellow, Chartered Accountants Australia & New Zealand
  • Fellow, Association of Superannuation Funds of Australia (ASFA) 
  • Member, Association of Superannuation Funds Australia
  • Chair, SMSF Policy Committee of ASFA 2010 - 2012
  • Member, Accounting Professional & Ethical Standards Board (APESB) Independence Taskforce
  • Committee member, SPAA – SA Chapter
  • Committee member, ASFA – SA Chapter
FIND A PARTNER
Search more