SMSF Technical Services Manager
Melanie is a Fellow of the Institute of Actuaries of Australia specialising in Global Retirement Income Systems and is an SMSF Specialist Adviser (SSA). She has over 14 years’ experience at Accurium in our superannuation team. Melanie has extensive knowledge in superannuation and SMSFs, and is a regular presenter at a number of industry leading SMSF conferences. She also provides training for Accurium clients and staff. Melanie specialises in complex issues such as retirement modelling, pensions and segregation strategies.
Melanie’s knowledge and passion for SMSFs and retirement has seen her develop into a thought leader and coveted educator. Her extensive knowledge of Australia’s retirement system, best practices and legislation makes Melanie a very versatile educator in the SMSF and retirement landscape. Her practical approaches and enthusiasm have seen her progress into a highly sought after speaker, having presented for a number of highly regarded SMSF organisations and institutions including Chartered Accountants Australia & New Zealand, SMSF Association and Morningstar. Melanie regularly uses analogies and themes to make her presentations engaging for her audience, to ensure that learning about complex techniques is both interesting and understandable. She also provides regular editorial contributions for the media and has been featured in SMSF Adviser, selfmanagedsuperannuation, Switzer Super Report and Morningstar.
Melanie regularly contributions to the Accurium TechHub, webinars and in-house client training programs. She is also part of the Challenger Limited team where she uses actuarial techniques to develop strategies and tools to assist advisers with providing financial security in retirement. Melanie was a key contributor in building Accurium’s retirement model which supports the Accurium retirement HealthCheck, a tool which holistically assess a household’s ability to fund their retirement.
Melanie was a finalist in the Women in Finance awards in 2017 and 2018, and was a 2020 Telstra Business Women’s Awards Finalist. She is a member of the SMSF Association Regulatory Committee and Tasmanian Chapter, and sits on the Actuaries Institute Retirement Income Working Group committee.
Melanie is a keen squash player and also a qualified squash coach. She enjoys watching sport and walking her dogs on the beach.
Feel free to contact Melanie regarding technical SMSF or retirement planning questions, training opportunities, or to discuss how we can assist you with your actuarial requirements.