Sydney Accountant

Superannuation Accounting Kings Cross

Background

Rose Guerin is the Principal of Rose Guerin Chartered Accountants, Sydney accountant located in Kings Cross, Sydney.

Rose is dedicated to servicing her own accountancy and taxation clients. She is an SMSF specialist and is interested in assisting people create wealth by investing in property- either within their own SMSF or outside of superannuation.

Rose has chosen not to be a financial planner or investment advisor, and she does not make recommendations nor give advice on specific financial products other than in respect of taxation issues arising from those investments. This allows her to provide completely independant advice free from any form of conflict. Instead, Rose works as an accountant in Sydney, with licensed financial planners and advisors who have the expertise to advise products and investments.

An area of interest to Rose is in the provision of tax planning strategies, establishement and administration of Self Managed Superannuation Funds (SMSFs), succession planning and asset protection strategies for families and business people.

As a prominent Sydney Accountant, another facet to Rose is assisting with accounting matters as a trusted adviser role to families and takes on a confidante role to these families, working with the family members to achieve financial goals, while importantly, maintaining family harmoney.

Rose is also expert at understanding and processing business complexities as a Sydney based accountant. She has undertaken a number of business improvements assignments involving intensive examination and reconstruction of business processes and financial statements.

 

Rose is an experienced risk and compliance consultant, providing expert advice to Government Departments and corporations in the following:

• Identifying fraud and corruption risks in the procurement process

• Probity advisory

• Probity Audits

 

Sydney Accountant – Rose Guerin

Skills and expertise – Private Client Work
• Building Wealth and Security
• Estate Planning
• Establishment of Self-managed Superannuation Funds
• Advice on Self-managed Superannuation Fund Issues
• Administration of Self-managed Superannuation Funds
• Asset Protection
• Tax Planning

 
Skills and Expertise – Risk, Compliance and Probity

Recent Consulting Engagements include
• Probity advisory/Probity Audits. Probity Risk assessments.
• Implementation of a self assessment framework for a large government agency
• Corruption prevention and awareness support including participation in development of training courses
• Addressing conflicts of interest/related interest issues within Government
• Review of an ERM for fraud and corruption risk in procurement
• Business Finance Improvements- review of procurement and finance systems

 
Academic and Professional Experience

• Bachelor of Business (Accounting) University of Technology Sydney
• Diploma in Law University of Exeter, UK
• Masters in International Business Law (Taxation) University of Exeter, UK
• Member of the Institute of Chartered Accountants in Australia (CA)
• Member of the Certified Practising Accountants in Australia (CPA)
• SMSF Professionals' Association of Australia (SPAA)
• Australasian Compliance Institute (ACI)
• Registered Tax Agent

 

Financial Services Experience

Societe Generale, London UK
Third largest corporate and investment bank in the euro zone by net banking income.

BNP Paribas, London UK
Largest Bank in France.
Top 10 bank in the Euro zone by net income

Commerzbank IB, London UK
The second largest bank in Germany.
Top 10 Bank in the Eurozone by net income.

OPC Boutique Funds Manager and Private Bank, Sydney Australia
OPC is a boutique fund manager with $1.5Bn FUM. OPC is also an asset manager with $1Bn assets under management. It provides financial planning, taxation and bill payment services to 11,500 clients.

 
Corporate Clients Served.

• Residential Technologies
• NSW Department of Transport
• Railcorp

 

Feedback from a Corporate Client:

“… Rosemarie was engaged to investigate suggestions of poor data integrity in the belief that underlying causes had to be identified and attended to. She has excelled in her investigation/diagnostic and solution development roles including team building. She brought and applied superior expertise in challenging business processes and understanding of systemic strengths and weaknesses and has been working well with staff to build their understanding and effectiveness through more robust practices. A focus on core information management systems and countering reliance on manual processes has been prominent. During the assignment she has dealt effectively with resistance and non-disclosure turning teams around in their mindsets and enhancing their capabilities.
Importantly, she has been effective in providing strategic advice on cause and effect. …“
C. Morgan, General Manager