Tracy is a principal in the Business Advisory division of RSM in Brisbane. She has over 25 years of accounting experience, including 20 years in the Brisbane market.
She has extensive experience in managing the taxation and compliance affairs for self-managed superannuation funds (SMSFs), individuals and small to medium enterprises (SMEs) in a wide range of industries, including primary production, retail, tourism, resources, property development, manufacturing and professional services.
Solutions Tracy Herlihy provides
Tracy is Brisbane’s ‘in-house’ specialist when it comes to SMSFs. Tracy also provides practical and commercial business advice to SMEs and individuals in the following areas:
- tax compliance, minimisation and planning
- preparation of financial statements
- cash flow forecasts, budgets and strategies
- structuring advice
- business valuations
- income tax and GST consolidations
- finance applications
- estate and succession planning
- outsourced CFO services
As a principal of the Brisbane office, Tracy is involved in office strategy, marketing, quality assurance and training and development.
Her role as head of superannuation in Brisbane has seen the number of funds in Brisbane increase from six to over 150 and this number continues to grow.
Tracy also provides advice and services to a number of inbound New Zealand companies starting up business in Australia.
- Member, CPA Australia
- Affiliate, ICAA
- Justice of the Peace (Qual)
- SMSF Specialist
- Bachelor of Accounting - University of South Australia