Experience

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Registered Tax Agent Number

25977714

Tim Roff

 

B Bus (Acc. & E-Bus.) Dip FP SSA AFP CTA CA

SMSF Specialist

Registered Tax Agent

Director

Tim is a highly qualified accountant and advisor with over 15 years of experience in all areas of taxation, accounting and business platform consulting.

Tim is recognised by the Tax Institute of Australia as a Chartered Tax Adviser (CTA), and holds a Chartered Accountants (CA) designation with a Graduate Diploma in Chartered Accounting from Chartered Accountants Australia & New Zealand (CA ANZ).

In addition, Tim holds a Bachelor of Business with majors in Accounting and Electronic Business from the University of Technology, Sydney.

 

Tim also holds a Diploma of Financial Planning and is an Associate member of the Financial Planning Association of Australia (FPA).

 

Further, Tim is designated as a CA SMSF Specialist Advisor through CA ANZ and the University of New South Wales (UNSW) and also holds a Certificate of Public Practice (CPP) with CAANZ.

Tim is also qualified as an SMSF Specialist Advisor with the SMSF Association.

 

Tim is a registered tax (financial) agent and registered tax agent through the Tax Practitioners Board (TPB).

Tim is a Certified Advisor with Xero and has vast experience is systems including MYOB, Reckon, Quickbooks, Supermate, BGL and Class Super.

Additionally, Tim is well-versed in designing business ecosystems from email, web-presence, cloud backups, terminal systems and POS.

Tim's key area of expertise is in developing accounting & taxation strategies for family groups incorporating family businesses and investment entities. Tim also has a keen interest in understanding your business systems and leveraging technology to simplify processes, cut down on manual tasks and provide more insightful data on your business performance.

Additionally, Tim excels in providing advice to Self Managed Superannuation Fund trustees on matters such as contribution strategies, Limited Recourse Borrowing Arrangements (LRBAs), property investment, income streams and insurance strategies.

Tim is a strong communicator and provides clients with well-researched, timely and transparent advice.

Client references and testimonials are available on request.

Forbes Holland is a Registered Agent with the Australian Securities & Investments Commission (ASIC).

Outside of work, Tim is a keen runner competing in distance events upwards from 5km.

Tim is also a member of Lugarno Football Club and enjoys social tennis.

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Forbes Holland Pty Ltd

ABN 83 633 050 325

Liability limited by a scheme approved under Professional Standards Legislation,

Copyright 2019 Forbes Holland Pty Ltd.