Richard Smith

Richard has over 18 years experience in providing tax, financial and strategic advice to business owners, their family groups and high net worth individuals. Richard’s career has included extensive experience with international accounting and advisory firms as well as with smaller boutique accounting firms.

Prior to joining Lawler Hacketts, Richard ran his own advisory business providing tax, strategic and investment advice to a wide range of clients from small to medium business owners through to partners in national professional firms and executives.

Richard’s unique blend of tax and investment advisory experience means clients are able to access advice across all aspects of their financial affairs from one focal point.

Position

• Partner

Professional Qualifications

• Chartered Accountant (Financial Planning Specialist)
• Certified Financial Planner

Academic Qualifications

• Bachelor of Commerce, University of Queensland
• Bachelor of Laws, University of Queensland

Areas of Specialisation

• Taxation planning & structuring
• Superannuation, including Self Managed Superannuation
• Succession planning and wealth management
• Investment advisory, focusing on direct investment
• Accounting & taxation compliance

Client Specialisations

• Professional practices and partners
• Small to Medium businesses and their owners
• Senior executives

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