Kerry Cumming

Kerry has excellent attention to detail, great relationships with her clients and always aims to exceed client expectations. This coupled with Kerry's thorough knowledge and specialisation of SMSF's has made Kerry a key player in the Maxim family.

Kerry joined Maxim in 2007 as a much needed resource in the superannuation compliance and advisory team. Shining in her role, Kerry became an integral part in the service delivery on superannuation compliance and was promoted to Senior Manager in 2021.

Working closely with Partner Gerard Boundy has given Kerry a thorough understanding of superannuation strategies and the benefits of Self-Managed Superannuation Funds. Kerry’s attention to detail in this area in particular, ensures all clients are compliant in the technical and practical application of the SIS Act.

Kerry has assisted clients with tax advice and implementation of strategies for dealing with real property purchases, limited resource financial assistance to purchase assets and pension planning.

Working firm wide, Kerry has become an excellent communicator and project manager. With an ability to deal with a number of differing personalities and demands, Kerry consistently performs at a high standard bolstering the Maxim brand in service delivery.

Kerry is mother to a boisterous daughter and enjoys hanging out with her family and two rescue dogs in her free time.

Kerry has a;

• Professional Certificate in SMSF's with Distinction

Kerry is a;

• SMSF Association Specialist Advisor

Kerry specialises in;

• Superannuation
• Self Managed Superannuation Funds (SMSF's)
• SMSF compliance
• Specific tax advice in relation to pension planning and Limited Recourse Borrowing Arrangements