Abhitha Pathy Email & Phone Number

Working in Private Practice since 1998 Responsibilities include:• tax compliance and preparation of Financial Reports for Self managed super funds, incorporated entities, trusts and partnerships • reporting to the Directors and business clients• driving a sound risk and compliance culture throughout the company• development and delivery of process efficiency • staff development and written technical training updates • business development beyond statutory compliance and identification of opportunities to provide “Value Add’ services to clients• Apprise clients of forthcoming legislative changes and their impact and strategize to effectively transition clients to new regulations and laws Achievements:• Consistent achievement of personal and team performance targets• Keeping the team and clients updated on legislative changes and maintaining a central hub of knowledge• Accomplished the transition of a Software changeover with minimum disruption to business services• Manage client expectation with regards to workflow management and job delivery• Implement systems to automate processing with direct data feeds and uploads, minimising processing costs and increasing efficiency• liaising with software providers re product features, functional queries and utilising software capabilities to identify client sectors and tailor services by sectors • Standardised a system of audit file management to streamline the audit function• Set up an informal channel of reciprocal support with other practitioners in related fields such as estate planning and legal advice to obtain immediate responses to client issues• Completion of the RG146 requirement to provide SMSF advise as required by the Australian Financial Services Licensing Framework prior to the repealing of the exemption for accountants

Listed skills include Smsf Compliance And Advise, Accounting, Supermate Smsf Software, Smsf Outsourcing Management, and 2 others.