YOUR TEAM
helping businesses blossom
LEE DUFFIELD
General Manager
Lee has a passion for helping businesses improve efficiencies across all areas of operation, from implementing cloud integrated software systems to advising on legal structures of business for taxation purposes.
For over 12 years, Lee has worked in business services and tax advisory for small and medium family businesses, self-managed superannuation funds and high net wealth individuals. In particular, Lee draws on knowledge from her Masters of Taxation, to assist clients in structuring their organisations to help in minimising their tax obligations as well as reducing exposure to risk.
In recent years Lee has gained significant experience in assisting businesses gain efficiencies by utilising cloud accounting and cloud integrated solutions, encompassing all facets of business, from point of sale, HR and payroll, accounting, reporting and more by implementing cloud based software.
Achievements
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Practice Ignition Top 50 Women in Accounting
- 2018 + 2019 Nominee -
-Women in Finance Awards -
2018 WINNER - Accountant of the Year
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- SMSF & Accounting Awards -
2018 Finalist - SMSF and Accounting Professional of the Year
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- Australian Accounting Awards -
2017 Finalist - Young Accountant of the Year
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Tax Enthusiast | Cloud Accountant | Futurist
Advisor | Mentor | Member CAANZ | Mum
ALY GARRETT
Founder | Principal
Aly is passionate about seeing businesses thrive and adapt in these times of rapid change, ensuring the family groups that own them build wealth for themselves and future generations.
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Aly draws on over 25 years of experience to deliver customised accounting, taxation, advisory and cloud solutions for her clients. She is recognised as a leader in the tourism industry and cloud revolution space helping to elevate businesses to the cloud and deliver automation to future proof their businesses, delivering efficiencies and improving profitability.
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Achievements
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Women in Finance Awards
- 2019 WINNER - Small Business Adviser of the Year
- 2019 WINNER - Principal of the Year
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Practice Ignition Top 50 Women in Accounting
- 2019 Winner -
- 2018 Nominee -
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- SMSF & Accounting Awards -
2018 WINNER - SMSF and Accounting Professional of the Year
2018 WINNER - Partner of the Year
2018 WINNER - Overall Excellence Awards
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- Women in Finance Awards -
2018 Finalist Small Business Adviser of the Year
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- Corporate & Private Telstra Women’s Business Awards -
2017 SA Finalist
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- Australian Accounting Awards -
2017 Finalist for Thought Leader of the Year
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- Behind Closed Doors - Entrepreneurs Scholarship -
2016 Runner Up
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- Deloitte Business Women of the Year for SA & NT -
2011 Finalist - Manager & Above
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- Deloitte Business Women of the Year for SA & NT -
2009 WINNER - Manager & Above
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The ultimate success for Aly has come about by combining her love for her work with her passion for her family & she has built her life around this foundation.
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CAANZ Acuity Podcast Host | Cloud Enthusiast |
Virtual CFO | Fellow Chartered Accountant
| Tax Agent | Mum of 3
RHETT FRASER
Head of Compliance
Rhett is a Chartered Accountant with over 7 years’ experience in business services and tax advisory with both small and mid-sized accounting firms. He is currently enhancing his tax knowledge skillset by studying a Masters of Taxation at UNSW
He provides services in the following areas:
- Accounts preparation and financial analysis, including preparation of Business Activity Statements and Quarterly Management Reports
- Taxation planning and compliance
- Management reporting and forecasting
- Business advisory, including providing tangible advice for clients
- Transactional services for business (bookkeeping and payroll processing using cloud products such as Xero, Kounta, Deputy, Receipt Bank & Hubdoc)
- Implementation and use of cloud technologies for integrated business solutions
Achievements + Interests
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Member of the Institute of Chartered Accountants |
Avid Coffee Connoisseur | Fast Runner
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