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Abeer Mehra

Client Director - SMSF/ Business Advisory

Abeer has over 19 years of experience in advising high-net-worth (HNW) individuals, family groups and self-managed super funds (SMSFs). He specialises in helping clients navigate complex tax and business affairs, with a particular focus on retired family groups, passive investment structures, wealth preservation and intergenerational planning.

 

Abeer works closely with clients to develop practical, tax-effective strategies across a range of entities, including trusts, companies, SMSFs and investment holding structures. His expertise spans tax planning, cash flow management, investment structuring, estate planning, succession considerations and ongoing governance, helping clients preserve and grow family wealth across generations

 

Experience

Abeer commenced his professional career in 2007 with Moore Stephens, where he developed a strong technical foundation across SMSF administration, assurance and business advisory services. This diverse experience provided him with a holistic understanding of the financial, taxation and compliance needs of private clients and family groups.

 

Since joining Titan Partners in 2017, Abeer has become a trusted adviser to a broad range of HNW individuals and family groups. He works closely with retired investors, business owners and multi-generational families to provide strategic advice on tax efficiency, wealth preservation, estate planning and the management of complex investment structures. His collaborative and relationship-focused approach enables him to develop a deep understanding of each client's circumstances and deliver tailored solutions that align with their long-term objectives.


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 (CA ANZ)
●    CA SMSF Specialist
●    SMSF Licensed Advisor

 

 

Contact

T + 61 2 9268 3359

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