Our Values and Vision

We support you because we are committed to safeguarding retirement benefits through assurance and   

integrity of the SMSF industry.

Our entire professional organisation is based on care, trust, collaboration, and independence.

Our promise to you is mutual respect and excellence by imbuing our values in everything we do for you.

 
Collaboration
We work together to represent our members as a team.
Care
We support and offer representation for our members and their clients.
Independence
We are professionals, sharing knowledge and experience to maintain the integrity of the audit industry.
Trust
We are credible and reliable in our actions and outcomes.

Our People

Sam Marotta

Director
GF (Acctg), Fellow NTAA, JP

With more than four decades of experience in the Accounting and Taxation Profession, Sam has worked with the large prominent accounting firms in both Melbourne and Albury.

As a founding member and Director/Treasurer of The Auditors Institute, he is deeply committed to establishing a unified voice dedicated exclusively to SMSF Auditors. Sam’s former practice, “AlpineTAX,” is located in Myrtleford, serving as the gateway to the breathtaking Alpine Snowfields—a perfect setting for his photography pursuits.

Currently Sam resides on the beautiful Gold Coast having semi-retired and still working in the SMSF auditing space.

Lina De Marco

Director
CA, NTAA, JP

After her cadetship with Coopers & Lybrand, Lina nurtured a passion for small business and empowering women in financial literacy and business management. She has consistently advocated for gender equality in the workplace.

Subsequently, as a Senior Partner at a private firm, Lina went on to establish Ademus Business Solutions.

Graeme Colley

Graeme Colley

Ambassador

Graeme Colley is a well-known figure in the SMSF community with a long-standing reputation as an accomplished educator, technical expert and advocate for the sector. He brings over 30 years of taxation and superannuation experience gained from senior positions in the Australian Taxation Office (ATO), as an Assistant Commissioner of the Insurance and Superannuation Commission and as a director, technical and professional standards at the SMSF Association. Graeme’s experience also extends to a number of leading fund managers and consultants, including Macquarie Bank, Mercer, the Institute of Chartered Accountants in Australia and New Zealand, National Technical Manager at OnePath and as Executive Manager, Technical and Private Wealth at SuperConcepts. These roles have included formulating and implementing policy, developing legislation and providing high level technical advice.

Ron Phipps-Ellis

Ron Phipps-Ellis

Director
BCom, CA, JP

In 2005, Ron revolutionized the approach to conducting superannuation audits. His strong belief in the power of technology drove him to spearhead the creation of a comprehensive, automated, and integrated super audit platform. This platform guarantees top-notch, cost-effective, and efficient superannuation audits.

Currently, he serves as the CEO of Evolv, a prominent SMSF audit enterprise in Australia.

David Burrows

David Burrows

Director

David is the Managing Director at Assurify, a dedicated SMSF audit firm and has fervently dedicated more than two decades to the SMSF industry. In addition to being an ASIC Approved SMSF Auditor he holds the esteemed designations of a CAANZ SMSF Specialist and a SMSF Association Specialist Auditor.

In his advocacy efforts, he has represented the National Tax and Accountants’ Association within the SMSF Auditors Professional Association Stakeholder Group. As a board member of the Auditors Institute, David focus is on championing the important role of SMSF auditors in the SMSF industry.

Gino Coiera

Director
BCom NSWIT, IPA, NTAA, Tax & Super Australia

Gino boasts nearly four decades of experience as a certified Accountant and Tax Agent, with a decade dedicated to serving as an SMSF Auditor.

As one of the founding members of The Auditors Institute, the organization was established to offer cohesive representation in a profession growing in litigation risk. It also provides valuable guidance, training, and support through forums, webinars, and seminars in collaboration with the regulator.

After an extensive career in the banking sector, Gino transitioned into Public Practice in 2000. Operating from his business in Wetherill Park, he adopts a personalized approach to assist small to medium-sized businesses and a diverse portfolio of SMSF clients.

Awan Hammad

Business Manager
Bcom, DipAcctg

As a vital member of a fast-expanding nonprofit organization, Awan operates within the framework of a volunteer Board of Directors to ensure that Auditors Institute members receive comprehensive support right from the outset of their membership.

His responsibilities include orchestrating collaboration with SMSF industry professionals to maintain a consistent schedule of webinars for Continuing Professional Development (CPD). Additionally, Awan is committed to ensuring the efficient operation of the Forum and the coordination of the annual Auditors Institute Conference.

Awan, a devoted family man and a passionate car enthusiast, takes pleasure in his culinary pursuits during his leisure time. His dedication is centered on ensuring that the diverse needs of the organization’s members are consistently fulfilled.

Brian Roughley

Director
MTax, MA, FCA, CTA, DipFinPlan, TA

Brian, a seasoned and versatile professional with expertise in accounting, tax agency, and SMSF auditing, has dedicated over 45 years to the finance industry.

Originally joining SMSF AAA for the CPD points it offered, he now perceives The Auditors Institute as an essential advocate for the community of SMSF auditors.

While he is widely acknowledged for his proficiency and reliability as an accountant and advisor, in his leisure hours, Brian passionately pursues Egyptology, even achieving a Masters in Egyptology from Macquarie University.

Steven Russo

Steven Russo

Director

Former Senior Equity Partner, PKF South Australia (Retired – December 2023) Steven was formally a senior equity Partner of PKF South Australia and held that position for the past 10 years. He still has interests in multiple local businesses based in the Adelaide CBD and wider metropolitan area.

Steven brings more than 30 years of experience providing clients with audit, risk and technical advisory services, including independent accountant and forensic expert reports. Steven has significant experience in audit and risk advisory assignments and is regularly called on by major national and international organisations to develop solutions to complex and reputation-sensitive audit and risk problems.

Steven is a highly experienced expert witness and has provided expert evidence on audit, accounting and litigation matters in the South Australian Supreme and District Courts, and the Independent Commission Against Corruption (ICAC). Steven has presented and Chaired many professional development sessions for the CAANZ, IPA, Governance Institute of Australia and the Law Society on various topics surrounding Financial Reporting, Auditing Standards, Self-Managed Superannuation Funds (SMSFs), the Not-For-Profit (NFP) industry and statutory trust accounts. The types of entities that Steven has provided extensive external audit and advisory services include Local Government, State Government, Parliament of South Australia, Australian subsidiaries of multinational companies, listed public companies, Semi-Government organisations, Registered Clubs, NFPs, Cooperatives and SMSFs.

Jessica Johl

Director

Jessica is an accomplished auditor with over 18 years’ experience and a valued member of Chartered Accountants Australia and New Zealand (CAANZ). With a robust background in audit and assurance services, she leads a dynamic team of professionals dedicated to delivering comprehensive audit solutions. Jessica has a proven track record of providing high-quality audit and assurance services to a diverse portfolio of clients. Drawing on extensive experience in the field, Jessica is adept at managing multifaceted projects and fostering strong client relationships. Jessica’s leadership and expertise contribute to the team’s success, consistently achieving excellence in service delivery and maintaining the highest levels of integrity and professionalism.

Outside of work, Jessica is committed to continuous professional development and staying abreast of industry trends, ensuring that both she and the team remain at the forefront of the auditing profession.

 

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