Jacob Spiby is an SMSF specialist at E&P, having joined the firm in 2021 at the start of his professional career. With a Bachelor of Commerce majoring in Accounting and Finance, Jacob has developed strong technical capabilities across all facets of SMSF administration.

His role includes establishing SMSFs, managing day-to-day administration such as contributions, pensions and trust deeds, and ensuring clients meet their tax and compliance obligations. He also prepares and lodges financial statements and tax returns, coordinates annual audits, and supervises junior staff as they develop their own technical understanding.

Jacob is proud of the expertise he’s built over the past four years and takes a proactive approach to mentoring others and contributing to complex technical matters. His focus on building strong, long-term relationships with clients allows him to tailor his service to their unique needs, ensuring clarity, responsiveness, and confidence in a complex regulatory environment.

Clients value Jacob’s ability to communicate clearly, his genuine interest in their goals, and his commitment to delivering personalised service backed by the strength of E&P’s broader technical team. With a flat annual fee model, clients also benefit from transparency and ongoing access to a dedicated SMSF manager.

Outside of work, Jacob enjoys golf and problem solving — often tackling escape rooms with his family, including a favourite one in New Zealand.