Vivi Chen

Executive summary 

Vivi is a Partner based in Sydney within the Business Services team and an Accredited SMSF Specialist Advisor, recognised for her expertise in self-managed superannuation funds (SMSFs). 

With extensive experience in the accounting profession and deep expertise in SMSFs, Vivi works closely with high-net-worth clients, their families and their broader advisory team to navigate complex superannuation matters and create strategic value throughout their wealth journey. 

She is known for her practical approach, technical expertise and ability to translate complex and often-challenging superannuation legislation into meaningful client outcomes. Her areas of focus include SMSF administration and compliance, complex SMSF matters, succession planning, intergenerational wealth transfer and emerging superannuation reform. 

Expertise 

• Self-managed superannuation funds (SMSFs) - administration,compliance and advisory 
• Complex superannuation strategies
• SMSF structuring, successionplanningand intergenerational wealth transfer 
• Estate planning considerations in SMSFs and superannuation death benefits
• High-net-worth individuals and family groups
• Division 296 and emerging superannuation reforms.

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.