Wibberleys, Chartered Accountants, Accounting, Port Lincoln, South Australia

In addition to the above qualifications and memberships Brian has 30 years involvement in advising farmers and business people in South Australia and Western Australia.

Initially upon completing his agricultural qualification Brian was involved in teaching and lecturing with the South Australian Education Department (Cleve) and the Department of Tertiary and Advanced Education (Eyre Peninsula.)

In 1987 Brian joined the accounting firm Ortmann and Whitford to train as a Chartered Accountant and to provide the firm with an Agricultural Consulting Service.

In 1990 Brian was admitted as a partner and by 1995 Brian acquired the firm in his own right. The firm changed its name to Wibberleys Chartered Accountants.

Over the years Brian has developed his interest in advising farm clients from the early days of Agronomic and livestock consulting, to family farm succession, estate planning and financial management. There are very few farm consultants in Australia that provide the range of qualified skills that Brian provides.

As a result Brian is often asked to present at professional developments days for organisations such as PIRSA, Meat & Livestock Association, the Institute of Chartered Accountants, and the Tax Institute of Australia.

In more recent times Brian has concentrated on ensuring that his farm clients are maximizing their profits out of their limited natural resources and that adequate planning is in place in relation to taxation and, business management intergenerational succession, retirement and estate planning.

All of these areas draw heavily on Brian’s qualifications as an agriculturist, teacher, accountant, taxation, superfund specialist and Financial Planner along with his vast experience, dealing one on one, with his business clients.

Renee Simpson CA

Renee became a partner in the firm in January 2008.

Renee’s qualifications and experience are-:

Bachelor of Commerce - University of SA
Graduate Diploma (ICAA)
Chartered Accountant No 47296
Fellow of the Taxation Institute of Australia
Registered Tax Agent
Certificate of Public Practice (ICAA)
SMSF Strategies Specialist SMSF Adviser

Renee has worked with Brian for the past twelve years. She is married to a farmer, Neville Simpson, who farms at Wudinna and they have three children, Jade, Micaela and Tyson

As a professional tax adviser, practical farm business manager, wife of a farmer and mother of three young children, Renee has a very sound practical understanding of the challenges facing farming families especially given the challenges faced by farming in our area in the last five years.

Further to this and under pinned by a sound knowledge of Tax and Superannuation law Renee is a very skilled income tax planner for our business clients.

Renee heads up the Taxation and Business services side of our business.

Lindy Wibberley ASA

Lindy has been married to Brian for over 25 years. They have two sons, Brian and Tim.

Lindy’s qualifications and experience are-:

Ba of Ag Science (4 Years) University of Adelaide
Grad Dip Business (Accounting) - Monash University
Member of the Australian Institute of Agriculture Science
Associate Member of Certified Practicing Accountants
SMSF Strategies Specialist SMSF Adviser

Lindy’s experience of 20 years ranges from lecturing with the Department of Tertiary and Advanced Education in Accounting and Farm Office practice through to becoming one of Australia’s leading advisers in self managed Superannuation Funds.

Lindy heads up our Self Managed Superannuation (SMSF) side of our business where we assist clients in setting up and administering their own superannuation funds, through to assisting clients in establishing their own pensions and developing a wide range of wealth creation strategies.

Self Managed Superannuation Funds have been essential in assisting our clients to further develope their wealth and provide their families with a wide range of business intergenerational succession, retirement and estate planning strategies.

The Staff

In addition to the three principles of the practice we employ fifteen full and part time staff at 26 Lewis Street Port Lincoln.

All of our professional staff have either completed or are currently undertaking tertiary training in Accounting and Financial Planning.

We pride our practice as being one of the most professional qualified accounting and financial planning practices outside of the Metropolitan area.

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