Menu
You are here: Home > Who We Are > SMSF Division > index

SMSF Division

Jesse Clencie – SMSF Team Leader

Jesse has been with Progression Group since 2007 and heads up our Self-Managed Superannuation Fund (SMSF) division.

Jesse holds a Bachelor of Commerce (majoring in Accounting) and is a Certified Practising Accountant.

Jesse is responsible for the smooth running of our SMSF division and also acts as the "go to" guy for complex Superannuation issues.  Jesse's expertise in the Superannuation field has proven particularly beneficial for those clients who are looking to expand their SMSF assets outside the traditional shares and fixed interest investments.


     

Sally Lloyd Accountant

Sally has been with Progression Group since 2002 and is a key member of our Superannuation division.

Sally holds a Bachelor of Arts Degree and has undertaken additional SMSF specific training, with an emphasis on Taxation of SMSF's, through the University of NSW.

Sally is responsible for managing a portfolio of SMSF clients and assists her Team Leader to get all of the practice SMSF's prepared and lodged on time.

What Our Clients Say

A few years ago business became really tight. We were under constant pressure and could really feel the heat building as cashflow became tighter with rising fuel prices and labour costs.

– Brian Harper, Director, Region Peak Transport Pty Ltd

An opportunity presented for me to buy into a business. Whilst I knew the industry, I didn’t know where to start in terms of determining what the business was worth and how I could protect myself and my family.

– Nick Stehr, Director, Healthcare Lifting Specialists Pty Ltd

Thank you Progression Group for caring, assisting in obtaining some restitution and saving our business. We now have the tightest internal control mechanisms of any business!

– Timothy Eagle, Director, Eagle & Stork Plumbing Pty Ltd

Progression Group acted for my business from when it was a small outlet in Coburg turning over $60,000 through to when we sold the business 10 years on, turning over $12m from a large commercial premise based in Brunswick.

– Jon Amiss, Former Owner, CDS Gourmet Foods

As sole Director, I continue to meet with Progression Group on a quarterly basis to review our business performance. Establishing budgets and constantly monitoring actual results guarantees business success.

– Simon Best, Director, SBV Pty Ltd trading as Barry Plant (Mitchell Shire)

READ MORE

Our Core Values

BALANCE – Doing what is required to remain inspired
RESPECT – Behaving with honesty, integrity and care
EDUCATION – Delivering innovative, practical and effective solutions
PRIDE – Our commitment to excellence in who we are, what we do and how we do it
SHARING – Connect the dots to benefit others

Newsletter Subscription

Fill out the form below to subscribe to our monthly
Progression Group newsletter.

* essential