個人簡介
Helen McPhee is Director, Superannuation at InCorp Advisory, with more than 17 years of specialist superannuation experience. She has a deep appreciation for the role superannuation plays in creating better options for clients and their families, and enjoys tailoring solutions to each client's unique circumstances. Helen's particular focus is Self-Managed Super Funds (SMSFs), ensuring trustees remain compliant with ever-changing legislation while helping them implement tax-effective estate planning solutions for their superannuation. She is especially motivated by giving clients peace of mind as they move into retirement, confident it will be comfortably self-funded. Helen combines technical depth with a genuinely personal approach, building the long-term relationships that sit at the heart of sound retirement and succession planning.