Peta Berry, Manager SMSF Solutions

Meet Omnis Group Manager, Peta Berry

Working across Omnis Group’s Accounting and Financial Planning businesses, Accountant Peta Berry has a strong background in self-managed super fund (SMSF) accounting and administration.

She joined Omnis Group in 2008 to run the SMSF Solutions Department, specialising in:

  • SMSF Administration
  • SMSF Preparation of Annual Financial Statements & Tax Returns
  • SMSF Compliance
  • SMSF Audit Management
  • SMSF Setup & General Advice

“We do everything and our clients don’t have to do anything,” says Peta. “We take care of things so they can fully rely on us to know what’s going on when it comes to their self-managed super.”

“I first started working in the SMSF niche and was able to give it my full attention as opposed to being an accounting GP. I quite like being a specialist and the fact that our clients are real people – helping mums, dads and families – rather than big corporations.”

Peta has built her career on being an SMSF specialist, having had roles in some of Perth’s top accounting and investment houses.

“Currently people have lots of questions about Australia’s recent super reform which are full on and they don’t have their heads around it. Being so confusing it’s important that they ring us when they have questions,” she added.

Further reading: 2016-17 SMSF return extension

A fan of the ‘Work Hard Play Hard’ approach to life, outside of work Peta competes in hockey and touch football. Her touch footy team won the 2018 Over 40s State Championship and she played on the Hockey Grand Final Masters winning team in 2017.

Multi-faceted Peta is a devoted mum; she coaches kids’ hockey, is a member of the primary school Board and also speaks broken Japanese having lived in Japan for a year. Most weeks she bakes a cake and brings it to the office (chocolate brownies and orange cake are particular faves).

“Coming up to 10 years at Omnis Group this November, I find the best thing is our give and take,” Peta says. “Working cohesively is mutually beneficial to the team and helps us achieve balance which is important.”

Peta Berry CPA is a member of CPA Australia. She attained her Bachelor of Business in Accounting from Edith Cowan University.

Copyright 2018. Omnis Group Accountants & Financial Planners Perth WA @Omnis_Perth

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