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Jonathon Morphett

“My background in business advisory gives me a unique understanding of our client’s business.”

Direct Phone 08 8132 6405


For close to twenty years Jonathon has advised privately owned family businesses on accounting, taxation, asset management and superannuation funds.

After growing up on a sheep farm on the Hay Plains in NSW, Jonathon has a passion and empathy for rural and regional businesses. Jonathon prides himself on explaining the complicated and ever-changing tax and accounting maze in simple practical language that clients can understand.  Jonathon works closely with clients in agriculture, wine , and manufacturing industries. Many of his clients require multijurisdictional tax and business structure advise. He has recently provided advice to clients located in USA, NZ, and Thailand.

Assisting clients in gaining insight into their position allows for clear decision making and greater results. Jonathon enjoys guiding families through the management of their business and appreciates its significance to clients.

With his detailed knowledge Jonathon leads the Self-managed superannuation funds (SMSF) and specialist tax areas of i2 Advisory.

Jonathon firmly believes in the value of utilising SMSFs in growing and protecting business and family wealth. He has also advised many clients on restructure of their family business and affairs using concessions and rollovers available under the tax act.

A keen cricket fan and a long-suffering fan of the Bombers in AFL, Jonathon spends his weekends chasing his two young children  and enjoying the rare quiet moments with his wife, Sarah.

Key Areas of Expertise

  • Self-managed superannuation funds
  • Taxation planning and consulting
  • Tax effective structuring
  • Asset management and protection
  • Succession and estate planning


Qualifications and Professional Associations

  • Bachelor of Economics (Agribusiness) – University of Adelaide
  • Master of Business (Accounting) – University of South Australia
  • Affiliate Member of Chartered Accountants Australia and New Zealand
  • Member of Certified Practicing Accountants
  • SMSF Professionals’ Association of Australia (SPAA)


Industries

  • Primary production
  • High net worth individuals
  • Retail
  • Manufacturing
  • Professional services
  • Medical professionals
Locate Us

i2advisory

Office Address
38 Sydenham Road
Norwood, South Australia 5067

Postal Address
PO Box 809, Kent Town DC, SA 5071

Telephone 08 8132 6400

Email admin@i2advisory.com.au

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