Team member in the spotlight: Jessica Outeiro

Team member in the spotlight

In this series we’re spotlighting a different MWM team member each month, so you can get to know the team a little better. Say hello to  Jessica Outeiro, SMSF Administrator.

“MWM doesn’t just say we want to help people, we actually do it! We look after our clients as we would look after our family and friends, because we do genuinely care. We join our clients on the journey as they navigate the ups and downs of life and I’m very grateful to be working with such wonderful clients.”

Tell us a bit about your role…

As the SMSF administrator, I work closely with our Self-Managed Super Fund clients to help them with the day to day requirements of running an SMSF.

What inspires you?

Meeting new people both personally and professionally and hearing their stories and experiences. It is inspiring to me, to learn how the people you meet have developed their careers and worked through life’s challenges towards their goals.

If you could travel to one place in the world, where would it be and why?

The USA is definitely on my bucket list. New York, California and Florida are just some of my ‘must see’ destinations!

What tv show are you watching at the moment and why do you like it?

Suits, Harvey and Donna are my favourite TV shows. The interesting characters and compelling storylines have kept me watching over the years.

The best piece of advice I’ve ever been given is …..

Do whatever makes you happy!

What do you enjoy the most about working at MWM?

The thing I really enjoy about working at MWM is that we really support each other in every way, which makes it a positive environment and a great place to be.

Celebrate the End of Financial Year with your team and ours

Celebrate the End of Financial Year with your team and ours

The End of Financial Year (EOFY) is upon us. For business owners, like you and I, there are many moving parts to be aware of. There are yearly financial statements to create, taxes to pay, deductions to claim, and documentation to submit to the ATO.

30 June is coming – what’s your game plan?

30 June is coming – what’s your game plan?

End of Financial Year Tax Planning. While Covid-19 and the uncertain business landscape it created made planning difficult, what we can say with certainty at MWM is that in our experience those who had a plan have navigated the past two years more successfully than those who didn’t.