Abeer Mehra

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Senior Manager - SMSF/ Business Advisory

Abeer has over 16 years of experience in self-managed super funds (SMSF) and high-net-worth family groups. He has strong experience with advising clients on superannuation compliance issues, techniques to assist clients with maximising their superannuation savings, tax planning and assisting high-net-worth (HNW) family groups with the management of their tax obligations and tax efficiency.

 

Experience

Abeer’s professional journey began in 2007 at Moore Stephens, where he gained invaluable experience in the SMSF team while also exploring subsequent roles in SMSF administration, assurance and business services.

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Abeer joined Titan Partners in 2017 and has developed strong expertise in estate planning and administration and worked very closely with a range of HNW family groups, obtaining a deep understanding of his client’s needs to ensure that strategies and advice provided are relevant and specific to their requirements.

Sector experience

●    Estate planning
●    Estate administration
●    SMSF administration, compliance and advisory
●    High-net-wealth individuals and family groups

Professional qualifications and memberships 
●    Bachelors of Commerce – Professional Accounting
●    Chartered Accountants Australia & New Zealand (CAANZ)
●    CA SMSF Specialist
●    SMSF Licensed Advisor