Benjamin Ashby Email & Phone Number

Melbourne, Victoria, Australia

Melbourne, Victoria, Australia

Melbourne, Australia

During my time at Equipsuper I participated in 5 Successor Fund Transfers (SFT), tested and installed an exciting new tax model, rebuilding the unit pricing model to accommodate over 50 options and enjoyed a great culture of collaboration with a great bunch of people at Equip who shared my focus of putting members first.

Melbourne, Australia

• After my success in the MST Team I was moved to the MSA Team which focused on looking after external clients to Mercer. My role in this team focused on migration of Industry Super Funds on and off the platform.
• The MSA team worked mostly in silos based on their portfolio of client’s unique individual needs. This posed a problem as when staff are on leave or change roles this knowledge is missed or lost. In order to mitigate.

Melbourne, Australia

My role as a Fund Accountant at Mercer focused on first preparing all the necessary government reporting for the Mercer Super Trust some of which included APRA, BAS and Year end Financials. Liaising with the Trustee office and Auditors to ensure we meet our reporting deadlines.BAS Achievement.* The MST has one of the largest and most complicated BAS.

509 Stkida Rd

KEY ACHIEVEMENTS:* Identification and implementation of 50 SMSF procedures, * Provide Mapping of Accounting treatment for Migration, and* Management of Test teams and schedules to provide clear picture of task.DUTIES:* Subject Matter Expert on SMSF product development and Migration of data between software AS6000 and Supermate;* Risk and Issues.

100 St George Tce, Perth, WA

ACHIEVEMENTS;* As part of my role my team managed two Finance Manager accounts for SMSF. These had not been reconciled in some time. Under my direction we were able to reconcile both.* Hire good quality staff to fill in new roles and replace roles left vacant by Maternity leave.DUTIES;* Reviewing of manual adjustments, Fund Review, Auditor Queries,* Create.

216 St Georges Tce, Perth, WA

ACHIEVEMENTS;* Introduction of a Quality report to monitor errors and identify issues to focus training and prevent repeats of those errors, * Implementation of a training program to quickly introduce staff to SMSF and ensure they add value sooner, and* Development of an deceased estate workflow to explain the complex process of paying out death.

216 St George Tce, Perth, WA

ACHIEVEMENTS;* Introduction of an SMSF checklist to simplify production of SMSF financials and tax return, and* Creation of Spreadsheets to assist in the preparation of annual financials and tax return.DUTIES;* Complete SMSF reporting and tax returns,* Review Financials and Tax Returns prepared by other staff,* Correspond with Auditors, Trustees and.

West Perth, Western Australia

ACHIEVEMENTS;* Preparing a pre-audit checklist to ensure regular audit errors were not repeated, and * Providing an accounting solution for self-funding instalment warrants.DUTIES;* Setting up new SMSF's and preparing historical data for takeover clients,* Preparing taxation returns and statutory accounts for SMSF's,* Advising clients on taxation issues.

Forest Hill, Victoria

ACHIEVEMENTS;* Developing a accounting process for reporting Sydney Futrues and overseas trading accounts,* Preparing financials for over 800 SMSF financials and tax returns, and* Completing 2 mini migrations as Super Concepts moved from one software package to another in 2001 and then finally moving to another in 2003 called Supervisor II.DUTIES;*.

Certified Practicing Accountant (Cpa), Accounting And Business/Management

Commerce Degree, Accountancy And Strategic Management

Activities and Societies: O'week Leader

Year 12, Maths 1& 2