ASIC Registered SMSF Auditors

Who are We

We are a team of ASIC registered SMSF auditors who have been auditing super funds for busy Australians, self-funded retirees, accountants, and financial planners since the 1990s. Moreover, we are long-standing members of the Chartered Accountants Australia & New Zealand (CAANZ). We pride ourselves with providing outstanding, personalised service at a very reasonable price.

Our SMSF auditors are local Australians, who can talk and guide you throughout the SMSF audit process. We make sure you understand any compliance issues that your superannuation fund is facing, and our team can give you practical and general advice on how to run your self-managed super.

Your SMSF is important to us, so we have grown our network of SMSF specialists, financial advisors, lawyers, and accountants to help you navigate the complex SMSF regulatory environment.

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David Lamb

Founder and Chairman
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Jason Ryan

Global Head of marketing & sales
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Jayson Felix

Head of SMSF & Operations - Australia
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Our Services

We employ a rigorous quality control and screening process, culminating with the audit report to make sure we provide you with top quality service. We use the latest audit and communication tools to deliver outstanding work with efficiency.

Your peace of mind is important to us, so our processes make sure that each audit picks up all relevant risks based on the documents you sent us, which we will explain to you in great detail. Communication is an integral part of the audit process, and your needs are important to us. Part of our policies is making sure that you are involved and understand what happened, and if there are any issues, so there are no surprises.

Before providing any information or data to our ASIC registered SMSF auditors, please read and understand our Privacy Policy, specifically on the collection, use, disclosure, retention, and correction of the data you provide to us. By providing us with any information or data, you signify your understanding and agreement to our Privacy Policy.

 

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David John Lamb, FCA

Founder and Chairman

David is extremely passionate about Superannuations. Seeing how the system works to the benefit of Australians, he dedicated more than three decades of his life figuring out its technicalities and regulatory complexities. His personal belief is that fellow countrymen should strive for the do-it-yourself route— the Self-Managed Super Funds (SMSF)— if and whenever they can. 

David ‘lives and breathes’ SMSFs. He has he has taken part in all aspects of SMSF audits since 1994. He describes his professional career as “like watching a son or daughter grow up”, having witnessed the series of regulations and other developments that helped shape SMSFs to its present form. 

As a Chartered Accountant, David conducts SMSF audits with sharp, professional eyes. His audit mantra: no cutting corners, no questionable practices, only honest-to-goodness audit services. 

Professional Qualifications

  • Chartered Accountant, 1982 
  • Diploma in Financial Services (Financial Planning) 
  • SMSF Registered Auditor 

Education

  • Bachelor’s Degree in Business
    Charles Sturt University, 
    1979
  • Graduate Diploma in Tax Law
    Charles Sturt University, 1987 
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Jason Ryan, CFP

Global Head of Marketing & Sales

Jason is a Certified Financial Planner with a professional career that spans more than three decades. He is an integral part of the AAA Team, having built up a wealth of knowledge and exceptional expertise on SMSF structures and audit requirements. Moreover, he knows the SIS Act like the back of his hand. 

Jason spent the first two decades of his career in the National Australia Bank (NAB). Prior to taking a new career path, he was the Senior Financial Planner providing strategic advice to high net worth families, most notably in the areas of Estate and Intergenerational Wealth. 

He continued providing financial advice and began specialising on SMSFs as a private client adviser and consultant for the Bank of Melbourne Private and Affinia Financial Advisers, respectively. Jason then became the SMSF solutions manager for AMP Limited, where he worked across AMP subsidiaries Multiport and Cavendish Superannuation. 

Aside from SMSFs, Jason is actively helping Australian companies get rid of inefficiencies through novel business solutions. He offers this expertise mostly for firms in Accounting, Financial Services, and Law. 

Professional Qualifications

  • Certified Financial Planner 
  • Graduate Certificate in SMSF
    Adelaide University, 2011
  • Diploma in Financial Services
    (Financial Planning), 2001

 

Education

  • Financial Planning
    Deakin University,
    2004
  • Accounting
    Victoria University, 1998


 

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Jayson Felix, CA

Managing Director

Jayson is a Chartered Accountant with more than a decade of expertise in SMSFs. He looks after the overall operations of AAA Auditors and ensures that clients receive high-quality, efficient, and cost-effective SMSF audits. 

Local businesses, professional services firms, and self-funded retirees all commend Jayson and his team of top-notch auditors for consistently delivering personalised SMSF audits. Clients are guided throughout the whole audit process and all questions related to the service are promptly answered. Jayson can explain in detail how the SMSF legislation works, and how it affects the fund and the Trustees. 

Jayson’s professional career took off in the fields of Audit and Assurance, and Risk Management— during the first six years that he worked for premier companies in the Philippines and in Singapore.  

He established his accounting profession in Australia in 2009 and worked his way up to a senior accountant role in 2011. He obtained a managerial position in 2014 and held it for eight years prior to his acceptance of a directorship role in AAA Auditors. 

Professional Qualifications

  • ASIC Registered SMSF Auditor, 2016
  • Registered Tax Agent
    Tax Practitioners Board, 
    2020
  • Chartered Accountant
    Australia & New Zealand, 2013
  • Certified Public Accountant
    Philippines, 2002
     

Education

  • Master of Business Administration
    Australian Institute of Business, 2020
  • Tax Law/ Taxation
    Curtin University, 2010
  • Bachelor of Commerce, Accounting
    San Beda University, 2002