Simon Abbott is a Manager of Self-Managed Superannuation Fund (SMSF) based in our Geelong office. With over 15 years’ experience in the SMSF industry, Simon leads a close knit team that is responsible for providing clients with strategic SMSF advice and the ongoing administration of their SMSFs.
A favourite part of Simon’s job is his varying client base. Simon enjoys working with every kind of client, including accumulators and pre-retirees, to semi-retired and self-funded retirees. As well as working with clients, Simon assists the Davidsons Tax and Business Services team to deliver an integrated approach to servicing their small and large business clients who have a family SMSF. Regardless of who you are, you can rely on Simon to support you through all your SMSF queries.
Simon has strong technical knowledge of the current superannuation rules and structures available that are necessary to hold SMSF investments. Simon’s expertise also lies in his practical approach to working through various SMSF opportunities. This skill provides his clients with the peace of mind that Simon can be trusted, relied on and accessible when they need him the most.
After graduating from university, Simon moved from Geelong to Melbourne to start his accounting career at a mid-tier professional services firm. Simon’s introduction to the industry gave him exposure to all facets of tax, auditing and business services and helped him to realise that SMSF was a passion that he wanted to explore. Later, Simon decided to return home to Geelong to be closer to family and friends.
When not at work, Simon likes to keep an active and healthy lifestyle by going to the gym, jogging along the Barwon River or having a social hit of golf with friends. These lifestyle choices are highly influenced by Simon’s passion to set an example and inspire his three young children. His motto being “If you look after yourself, then you are look after your kids”.
Simon joined Davidsons in 2009 as an entry level SMSF accountant. Over time, Simon has progressed through Davidsons and was promoted to his SMSF Manager role in July 2018.
As well as holding a Bachelor of Commerce majoring in Accounting and Finance, Simon is CA qualified and CA SMSF Specialist accredited.