Ankur Sharma

Ankur Sharma

  • Manager | SMSF Management
  • Melbourne
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Ankur joined BG Private as a Manager in the SMSF Management division in 2023 having started his career as an Accountant in 2006. Prior to joining us, he worked at several well-known mid-tier accounting practices in Melbourne. He has experience in working with small APRA-regulated funds.

He has strong technical skills relating to the administration and compliance of SMSFs to ensure that each client’s fund stays compliant and meets regulatory requirements.

With his thorough understating of laws relating to superannuation, he has also helped trustees, accountants and financial advisors formulate various superannuation strategies that are designed to achieve the best possible outcome.

One of his specialisations is Limited Recourse Borrowing Arrangements (LRBA), which enables clients to invest in properties through their SMSF and via unit trust structures.

Ankur also enjoys opportunities to present legislative and regulatory updates to industry professionals. This has included events at CPA Australia and one hosted for financial planners and accounts at the MCG.

In the mid-2010s he was Deputy Chair of CPA Australia’s Young Professionals Committee.

In his spare time, he plays cricket and practices his classical singing for which he has won many competitions.

Qualifications

  • Bachelor of Commerce (Accounting)
  • Master of Professional Accounting
  • Master of Accounting
  • SMSF Specialist
  • CPA Specialist in Financial Planning and Superannuation

Memberships

  • Member of CPA Australia

Highly regarded in

  • SMSFs
  • Contributions and pension strategies
  • LRBA structures

Specialisations

  • Young families
  • Pre-retirees
  • Small business owners