“Knowing client situations and combining that with our specialist knowledge is how we get the best outcomes.”
Kris has over 18-years experience in dealing with Self Managed Superannuation Funds (SMSFs) and manages the SMSF team at Strategem. His focus on SMSFs ensures that he is able to help clients with both the strategic and compliance opportunities in an ever changing superannuation landscape.
Kris is a busy family man with four kids under 10. Kris has recently been appointed as a board member of Victory Christian College.
Skills
- Kris speciliases in providing advice around self-managed superannuation funds
- Passionate about helping clients with superannuation and retirement planning and empowering people to manage their own financial futures through Self Managed Super
Qualifications/credentials/community
- Certified Public Accountant
- SMSF Specialist Advisor
- Bachelor of Commerce
Listen to the Enriched Wealth Podcast Hosted by Kris Tatt:
In this episode of the Enriched Wealth Podcast, Kris Tatt is joined by Michael Cherry, Senior Financial Adviser, and Matthew Moran, Tax Manager at Strategem, to explore the financial considerations that arise at different stages of life.
What does it really take to build a successful small business? In this episode of the Enriched Wealth Podcast, Kris Tatt sits down with Jesse Gollan, co-owner of Get Naked Espresso and The Drawing Room, to explore the journey from spotting a gap in the market to creating one of Bendigo's most recognised hospitality experiences.
In this episode of the Enriched Wealth Podcast, Kris Tatt sits down with Ash Hill, Partner at Strategem, for an insightful conversation about business planning, succession, and the evolving realities of running a business in today’s economic climate.
See Kris in Action:
Kris’ Client Feedback:
The Strategem representative was well prepared to respond to my questions prior to the appointment and followed up promptly.
- Fiona
Always had a very good experience with Strategem and today was no exception.
Received some very good financial advice and very happy, as always, with their service. I highly recommend this company for tax or financial services..
- Keith
A comprehensive meeting covering many aspects of our current and pending financial situation.
- Dan & Elsa
Recommended Blogs: