Vivi Chen

Executive summary 

Vivi is a Superannuation Director within the Business Services team at BDO in Sydney. As an accredited Self-Managed Superannuation Fund (SMSF) Specialist Advisor, she is recognized as an expert in the SMSF industry, known for her passionate contributions to promoting a healthy and thriving sector. With a wealth of experience working with high-net-worth clients and their families, Vivi takes a practical approach to navigating the complexities of superannuation legislation. Her focus is always on helping clients achieve the best possible outcomes while simplifying the often-challenging superannuation landscape.

Vivi is also highly experienced in collaborating with private wealth advisors to deliver holistic advice and services to clients.

With over 13 years of experience as a Chartered Accountant, 11 years specialising in SMSFs, Vivi brings a breath of experience to her work with clients.

Expertise 

• SMSF administration, compliance and advisory 
• SMSF establishment, ongoing compliance and wind up 
• Superannuation contribution and pension strategies 
• Superannuation legislative based SMSF compliance advice  
• SMSF Structuring including Limited Recourse Borrowing  
• Working with high-net-worth individuals and families. 

Qualifications and affiliations 

• Master of Professional Accounting  
• Graduate Diploma, CA ANZ 
• SMSF Specialist Advisor™ 
• Diploma of Financial Planning (RG146) 
• Member, CA ANZ 
• Member, SMSF Association.  

Professional engagements and activities  

• NSW Chair and National Membership Committee Member, SMSF Association, 2021-2024 
• Member of NSW Local Community Committee, SMSF Association, 2018-present.