Advising overseas foreign listed head company and their legal counsel of the Australian taxation implications of a proposed $70 million debt reconsolidation within the group. This included consideration of commercial debt forgiveness, debt / equity rules, share capital tainting, CGT market value substantiation rules and CGT participation exemption provisions.Preparation of consolidated income tax returns for ASX listed clients. This included consideration and attendance to the entry and exit allocable cost amounts of subsidiaries, loss transfer testing, deductibility of foreign exploration expenditure and the International Dealings Schedule (IDS), ensuring the client maintains the necessary transfer pricing documentation for the associated IDS disclosures in the tax return. Preparation of consolidated tax notes for ASX listed clients.Preparation of FBT returns for ASX listed clients.High level review of Research and Development Tax Incentive Schedule prepared by external advisors and attendance to adjustments to the tax reconciliation based on the schedule provided.Consideration of the active income test and its application towards the controlled foreign companies tainted income of ASX listed clients.Preparation of mining client fact sheets outlining the application of proposed and introduced Government legislative changes in regards to the Exploration Development Incentive and the capital allowances provision targeting the immediate deductibility of exploration expenditure.Advising non-residents of the taxation implications and timing differences between Australian residency and temporary residency under a subclass 457 visa, including the application of the Transferor Trust rules and Section 99B of the Income Tax Assessment Act 1936.

Preparation of statutory accounts and consolidated / MEC Group income tax returns, including income statement, statement of financial position and cash flow statement, consolidated company tax return and associated disclosures.Attended to client’s year end external auditors.Performed due diligence / agreed upon procedures on purchases up to $30 million, including advice on the potential sale of an iconic Western Australian company.Month end procedures reconciling all key balance sheet accounts including provisions, intercompany transactions, financial assets and liabilities.Supervised and reviewed the work of qualified accountants and attended to billing.Assisted clients in developing project costing cash flow forecasts.Assisted clients in developing and refining a workable budget setting process.Preparation of financial statements and income tax returns for large proprietary companies, SMEs, trusts, SMSFs and partnerships from general ledger through to completed accounts.Reconciliation of key balance sheet accounts.Communicated, met and liaised with clients regarding tax office legislation including superannuation guarantee charge, division 7a, increased liability for corporate directors, fringe benefits tax, capital gains tax and personal services income.Tax planning, including preparation of quarterly accounts, cash flow forecasts, trust distributions, advising clients of legal structures and set up of new businesses. Prepared and assisted with fringe benefit tax returns.Prepared monthly, quarterly and annual lodgment of business activity statements.Prepared, reviewed and reconciled client’s fixed asset registers and hire purchase agreements.Attended to audit of not-for-profit, SMSFs and educational entities.Supervised and reviewed the work of graduate and intermediate accountants.Prepared and presented in-house training seminars.

Prepared SMEs, trusts and individuals from general ledger through to completed accounts.Attended onsite to audit of regional government funded entities.Prepared monthly and annual reconciliation of payroll tax, including liaising with Office of State Revenue in regards to a payroll tax audit of a large national freight company.Updated onsite client’s key monthly accounts.Mentored and managed graduate accountants.