Craig Otto

c_ottoDirector

Team Role

To take a holistic approach to the management of the financial affairs of his clients encompassing tax planning, business advisory, asset protection, superannuation, estate planning and risk management.

Professional Expertise

Strategic taxation and business advice to small and medium enterprises and high net wealth individuals.

Strategic retirement planning for individuals with self managed superannuation funds.

Career Overview

Before founding the practice, Craig worked with PriceWaterhouseCoopers in Brisbane which gave him exposure to a wide variety of strategic business and taxation issues.

At the completion of his Professional Year with the Institute of Chartered Accountants, he was one of four people short listed for the Institute’s prestigious Professional Year Medal.

Since moving to Noosa in 1999, Craig has developed detailed knowledge of the local business environment and the use of self managed super funds to minimise tax and provide for retirement. He has been a key partner for his business clients by assisting them with building better businesses.

Qualifications

Bachelor of Business – Honours (Accounting)
Chartered Accountant (CA)

Personal Interests

Golf and sports generally. Spending time with his young family.

Email

craig@ottopartners.com.au

Kesh Maclachlan

k_maclachlanDirector

Team Role

To provide a complete service to clients including tax and business advisory, management accounting, asset protection and self-managed super funds.

Professional Expertise

Business advisory services, business structuring, taxation advice and tax planning.

Career Overview

With extensive experience in small business advisory and taxation Kesh enjoys using his local knowledge to assist clients with their business and taxation needs. After starting his career in teaching and corporate training Kesh joined Otto & Partners in 2008. Since then he has enjoyed building close working relationships with his clients. He prides himself on achieving the best results for his clients and is always looking to go the extra mile.

Qualifications

Bachelor of Education

Master of Professional Accounting

Certified Practicing Accountant (CPA)

Personal Interests

Kesh enjoys spending time with his family, traveling and surfing.

Email

kesh@ottopartners.com.au

Peter Moncrieff

p_moncrieffSenior Client Manager – Tax & Business Services

Team Role

Peter manages a portfolio of business clients.

Professional Expertise

Peter has developed expertise in small business advisory services and taxation advice, including business and investment structuring, tax planning and capital gains tax advice.

Career Overview

Peter has more than 13 years experience in dealing with all aspects of privately owned businesses. He has accumulated significant experience with small to medium businesses on the Sunshine Coast over the last 7 to 8 years. Peter joined the team at Otto & Partners in September 2007.

Qualifications

Bachelor of Commerce (Accounting)
Certified Practising Accountant (CPA)

Personal Interests

Loves hiking, skiing, the outdoors and water sports.

Email

peter@ottopartners.com.au

Ben Weeks

ben2Senior Client Manager – Tax & Business Services

Team Role

To service a portfolio of business clients.

Professional Expertise

Business advisory services, taxation advice and tax planning.

Career Overview

Ben joined our team in October 2013. Prior to commencing with us, Ben worked in a 2nd tier chartered accountancy practice in Brisbane where he developed his experience and knowledge.

Qualifications

Bachelor of Business (Accounting/Financial planning)

Graduate Diploma of Chartered Accounting (CA)

Personal Interests

Sports generally, enjoying time at the beach and spending time with his family.

Email

ben@ottopartners.com.au

Caoimhe ‘Queeva’ Butler

c_butlerSenior Client Manager – Tax & Business Services

Team Role

To service a portfolio of business clients.

Professional Expertise

Business advisory services, taxation advice and tax planning.

Career Overview

Caoimhe joined our team in October 2009. Prior to this, she worked in public practice in the areas of taxation, auditing and consulting. Caoimhe\’s role in our team involves attending to the taxation and business advisory needs of her business clients. Having previously lived in New Zealand and Western Australia, Caoimhe has made the move permanently to the Sunshine Coast.

Qualifications

Master of Professional Accounting
Graduate Diploma of Chartered Accounting
Chartered Accountant (CA)

Personal Interests

The outdoors – spending time at the beach and enjoying the Sunshine Coast lifestyle.

Email

cbutler@ottopartners.com.au

Rachael Boulton

r_boultonClient Manager – Tax & Business Services

Team Role

To service a portfolio of business clients.

Professional Expertise

Business advisory services, taxation advice and tax planning.

Career Overview

Rachael has worked in manufacturing, energy and the financial services industries having commenced her career as a project engineer and production manager. Rachel has also had experience in business improvement and business analysis roles. After starting a family, Rachael completed a Bachelor of Commerce and Graduate Certificate of Accounting. Rachael joined our team in February 2010.

Qualifications

Bachelor of Commerce

Personal Interests

Swimming, netball, beach and enjoying time with her young family.

Email

rachael@ottopartners.com.au

Jason Organ

j_organClient Manager – Tax & Business Services

Team Role

Preparation of financial statements, business activity statements and tax returns.

Professional Expertise

Accounting systems and taxation law.

Career Overview

Previous to beginning his university studies, Jason had managed the Queensland technical division of a global technology firm. Jason completed his accounting degree at the University of the Sunshine Coast and received many Deans commendations for his high grades and a Telstra Countrywide award for his achievements in Networking and Telecommunications. Jason has since gained his qualification as a Certified Practicing Accountant after joining Otto & Partners in 2011.

Qualifications

Bachelor of Business (Accounting)
Certified Practicing Accountant (CPA)

Personal Interests

Writing and recording music, taking his young family on adventures, reading and watching the cricket.

Email

jason@ottopartners.com.au

Catherine Osborne

c_osborneSelf-Managed Super Fund Administrator

Team Role

To service a portfolio of self-managed superannuation fund clients.

Professional Expertise

The administration of self-managed superannuation funds.

Career Overview

Catherine has over 17 years experience implementing and managing administration, bookkeeping and accounting systems. Catherine joined the team at Otto & Partners in April 2007 and has been administering self managed super funds ever since.

Qualifications

Diploma of Practical Accounting, Commissioner for Declarations

Personal Interests

Spending time with her husband and four children.

Email

catherine@ottopartners.com.au

Jacquie Otto

j_ottoSelf Managed Super Fund Administrator

Team Role

To service a portfolio of self-managed superannuation fund clients.

Professional Expertise

The administration of self-managed superannuation funds.

Career Overview

Jacquie has 11 years experience providing tax, business and superannuation services in chartered accounting firms. Jacquie currently specialises in superannuation fund administration and audit.

Personal Interests

Jacquie enjoys a variety of water sports and eagerly awaits her next skiing trip to Queenstown.

Email

jacquie@ottopartners.com.au

Rebecca Polla-Mounter

r_pollaClient Manager – Individual Tax Returns

Team Role

To prepare tax returns for individuals and deceased estates.

Professional Expertise

The application of the tax laws to individual tax returns including:
– rental property schedules
– personal tax offsets
– capital gains
– maximising work-related deductions

Career Overview

Rebecca worked with a law firm before joining our team in June 2008. Since that time she has specialised in preparing individual tax returns and maximising the deductions and tax offsets that may be claimed by our clients.

Qualifications

Justice of the Peace (Qualified)

Personal Interests

She enjoys spending time with her husband and two children and is an active member of the local Surf Life Saving Club.

Email

rebecca@ottopartners.com.au