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Naeema McDonald

QUALIFICATIONS & PROFESSIONAL AFFILIATIONS

Bachelor of Business Degree (1993)
Fellow of the Institute of Chartered Accountants (2008)

Chartered Accountant SMSF Specialist (2012)

Self Managed Superannuation Fund Specialist Advisor (2014)

 

PRESENT POSITION

Partner, Kennas

Director, Kennas Financial Services Pty Ltd

CAREER SUMMARY & EXPERIENCE

Naeema is a Chartered Accountant and SMSF Specialist (and one of only a few people between the Sunshine Coast and Townsville with this dual qualification). She has been pro-actively helping clients with tax, wealth creation, superannuation and retirement planning advice and solutions for over 20 years. Naeema specialises in helping clients achieve financial success through high level expert advice to help protect wealth, grow wealth, and minimise and control tax.

 

Naeema specialises in working with health, small business and high net worth clients. She is a Self Managed Super Fund expert and manages the Kennas SMSF team, helping hundreds of Kennas clients navigate successfully through the sometimes complex tax and superannuation industry rules, while clients manage and grow their investments. Naeema has an extraordinary understanding of personal, business and SMSF tax rules and pro actively advises clients on how to minimise clients tax payable and control their tax situation.

Naeema is a Yeppoon local and is heavily involved in the community through her previous position on the Executive Committee of the Taranganba State School P & C and her ongoing position on the Red Shield Yeppoon board.  Being a local she understands key issues and challenges of living and running a business in the Yeppoon area. 

Kenna's expertise is renowned throughout our clients and professional network. Kennas partners maintain extensive professional education, and regularly have nationally recognised experts provide in depth training to our team in Rockhampton. Naeema regularly attends both technical tax training, and SMSF seminars, to make sure she is a leading superannuation and tax adviser in Central Queensland.

 

WHY CHOOSE A CHARTERED ACCOUNTANT?

The Chartered Accountant designation is recognised as the world's leading accounting qualification, demanding the highest level of technical and professional expertise in order to pass the comprehensive and rigorous admission requirements.

 

What this means is that Chartered Accountants are at the leading edge of modern business practice with the highest level of technical expertise available, and can provide clients with a full range of professional business services. Chartered Accountants are among the most highly qualified and respected group of business, tax and financial advisers in Australia.

 


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