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About

Mission Statement

 

'To offer a unique, personable and professional service to trustees'

 

SMSF Boutique & Tax Agent Services is a sole pracitioner firm offering a personable service to fund trustees and clients.  It is rather unique given Bradley Grieves is the only person working in the practice.  As such, when you deal and communicate with SMSF Boutique, you will only ever deal with Brad.

 

As is in the name, SMSF Boutique maintains a small boutique client base which enables a personable service to be provided.  A holistic approach is adopted when providing advice to achieve qualtity outcomes for clients and trustees.

 

SMSF Boutique operates from a home office which ultimately provides for minimal overheads which allows costs to be kept low and passed on to clients and trustees.  Where possible, a paperless office system is adopted.  Furthermore, most communications are done electronically and documenation are also provided by methods such as email and dropbox.  The electonic approach effectively removes any geographical limitations with communicating and corresponding with clients and trustees (SMSF Boutique is based in Queensland but has clients based all over Australia).

Whilst focusing on Self Managed Superannuation Funds, SMSF Boutique is your one stop shop for all your accounting and taxation needs and all business types and structures are managed under the one umbrella.

 

Bradley Grieves - Director


Having completed a Business Degree at Griffith University majoring in Accounting and Finance, I subsequently became a CPA member and  acquired my public practioner license.  I also have a Diploma in Financial Planning and have practised as licenced Financial Planner for a period of time.

 

I am passionate about Self Managed Superannuation  and have eight years experience  advising trustees on all things SMSF.

 

I have worked in medium sized Accountancy Firms managing their SMSF departments and still do consulting work to various practices.

 

I enjoy playing golf, going to the beach, spending time with my wife and young daughter and I am also a loyal Brisbane Lions AFL fan where I hold a corporate membership.

 

 
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