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Tracey Besters
Making strategy advice easy for everyone. Helping accountants & advisers with training, tools and resources.
Professional Background
Tracey Besters is a highly respected accountant and financial adviser with an extensive background in Self Managed Superannuation Fund (SMSF) advice that spans over two decades. Since 2000, she has dedicated her career to empowering everyday Australians to achieve sound financial futures through informed retirement planning. Identifying a significant gap in the market, Tracey's passion lies not just in providing direct financial advice, but also in enabling other financial professionals to enrich their clients' financial experiences.
In 2012, motivated by a bold vision to impact 100,000 SMSFs by the year 2020, Tracey founded SMSF Design. This innovative organization was established as a solution to scale her efforts, recognizing that making a difference in the financial landscape of Australia would require collaboration and a network of like-minded professionals. Through SMSF Design, Tracey has created an environment conducive to education and development, engaging with accountants, financial advisers, lawyers, and credit advisers across the country.
At the core of SMSF Design is a comprehensive training program that equips professionals with both technical knowledge and the soft skills necessary to thrive in their roles. Under Tracey’s guidance, the organization has produced an array of tools and resources tailored to support professionals involved in SMSFs—an initiative that puts Australia on the path toward a brighter retirement future, one SMSF at a time.
Education and Achievements
Tracey Besters holds a Bachelor of Commerce (B.Com.) in Accounting from the University of Western Sydney, which laid the foundation for her fruitful career in the financial services industry. Her academic pursuits provided her with a solid grounding in accounting, enabling her to effectively navigate complex financial landscapes and offer strategic insights to clients seeking to maximize their financial health.
In addition to her formal education, Tracey has continuously sought opportunities for professional development, attending various workshops, including those offered by the Panalitix accreditation program. This commitment to ongoing education reflects Tracey’s belief in the importance of staying at the forefront of industry standards and practices, ensuring she remains a trusted resource for her clients and peers.
Throughout her career, Tracey has held significant positions within various organizations, including:
- SMSF Technical Consultant at Chartered Accountants Australia and New Zealand, where she offered expert guidance on SMSF compliance and best practices.
- Co-Founder, Head of Technical, Education and Training at The Strategy Hub & SMSF Design, where she significantly contributed to curriculum development and training modules.
- Director & Adviser at Proview Financial Group, providing high-level strategic advice to clients regarding their financial needs.
- Senior Accountant at I R Hodgson & Associates and Business Consultant at Business Accounting Solutions, where she honed her technical skills and contributed to numerous successful client outcomes.
Achievements
Tracey Besters' career is marked by numerous achievements that underscore her commitment to enhancing the financial security of Australians, particularly those managing SMSFs. Her ambition to impact over 100,000 funds has driven her to collaborate with a wide array of financial professionals, fostering a community dedicated to excellence in financial advice and client care.
Through the SMSF Mastermind program developed by SMSF Design, she has successfully shepherded numerous financial professionals in increasing their expertise in the SMSF domain, alongside essential coaching and strategic accountability. This holistic approach isn’t just about instilling knowledge; it’s about building a network of practitioners who share a collective vision of improving the retirement outcomes for all Australians.
Additionally, Tracey's role as a SMSF Technical Consultant at Chartered Accountants Australia and New Zealand showcases her expertise and leadership in the field, helping to shape industry best practices and regulation compliance. Her involvement in educational seminars and workshops has garnered her recognition as a thought leader and a go-to resource for peers and clients alike.
Tracey’s unwavering passion for making a tangible difference is evident in her work. From her early days as an accountant to becoming a prominent force in SMSF education and consultancy, Tracey Besters continues to redefine the financial landscape, helping to navigate the complexities of retirement planning.
Ultimately, Tracey's journey reflects a profound commitment to the empowerment of both individuals and professionals in the accounting and finance industries. Her message is clear: through education, collaboration, and innovative tools, we can indeed shape a better financial future for all Australians, laying the groundwork for a retirement filled with security and confidence.
tags:[
accounting
financial adviser
SMSF advice
financial literacy
retirement planning
wealth management
self-managed superannuation funds
SMSF education
professional development
financial services
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