About Us

Since the establishment of McPherson Super Consulting Pty Ltd in 1999, Allan and Lyn have strived to provide advisers with the education, advice and technical support they need to maximise their client’s superannuation outcomes.  We see our recent merger with Heffron as an opportunity to consolidate on those goals with an expanded consulting team and upgraded technologies.

Like McPhersons, Heffron are passionate about raising standards in the Australian financial services industry.  They hold the same values we do and are not owned or licensed by any financial institution.  As we move forward together, we’ll continue to offer practical solutions on all aspects of superannuation.  Our expanded service offering will ensure you continue to have the know-how, tools and resources you need to assist your SMSF clients with confidence.

  

Team Profile

Our team members are as follows:

Allan McPherson
Lyn Formica
Kim Calder
Zoë Redman
Tylah Daly

Allan McPherson
SMSF Specialist

Allan's background is originally in tax, having worked at the Australian Taxation Office and the tax division of a large chartered accounting practice as a tax consultant, prior to establishing his own practice.

In 1988, Allan recognised the growing need for an organisation specialising in superannuation and financial planning and was a founding director of Ellwood Barry McPherson Pty Ltd. In 1999, McPherson & Associates Pty Ltd was established to focus more on specific strategy development.

Allan is well known in the industry for his development of retirement and superannuation related strategies. 

Allan has a wealth of experience in lecturing on taxation and super law for the various Qld universities. Allan is also a regular presenter of papers and workshops for the many accountancy firms and professional bodies in Qld.

Professional Qualifications
Bachelor of Business (Accountancy)
Chartered Tax Adviser, The Tax Institute
Registered Tax Agent

Phone: 1300 172 247
Email:

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Lyn Formica
Head of SMSF Technical & Education Services

Lyn’s specialises in providing technical advice on superannuation matters to the accounting, legal and financial planning industries.  She regularly prepares papers and presentations for the many accounting firms and professional bodies around Australia.

With over 25 years’ experience in superannuation and the administration of self managed funds, Lyn is also an accredited SMSF Specialist Advisor of the SMSF Association (formerly known as SPAA).

Professional Qualifications

Bachelor of Business (Accountancy)
Member, Chartered Accountants Australia and New Zealand
Certificate of Superannuation Management (with distinction)
SMSF Association SSATM SMSF Specialist Advisor

Phone: 1300 172 247
Email:   

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Kim Calder
SMSF Training & Technical Services Coordinator

Kim joined the McPhersons in January 2008.  Kim's role is co-ordinating all SMSF training, both public & in-house for Heffron McPhersons along with co-ordinating subscriptions for the team.

Phone: 1300 172 247
Email:   

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Zoë Redman
SMSF Specialist

Zoë joined McPherson Super Consulting in December 2014.  Zoë's many roles include advising accountants on the technical aspects of superannuation legislation, organising the establishment of self managed superannuation funds and preparing benefit payment documentation.  Zoë has over 5 years experience in superannuation and superannuation fund administration.

Professional Qualifications
Bachelor of Commerce (Accountancy)
Bachelor of Arts (Japanese)
SMSF Specialist, Chartered Accountants Australia and New Zealand

Phone: 1300 172 247
Email: 

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Tylah Daly

Team Assistant

Tylah provides administration support and assistance to the consulting team.

Phone: 1300 172 247
Email:   

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