Director
CurrentI am ambitious and driven, with excellent attention to detail. I pride myself on a very high standard of work. My role involves providing complex tax and strategy advice to a portfolio of clients including SMEs, professionals, high net-worth families and sophisticated investors. I also manage a number of charities and not-for-profits.My roles and responsibilities include:* Providing general accounting and taxation compliance services including the preparation of income tax returns and financial statements* Providing general business, superannuation and tax advice to clients* Payroll related advice, such as withholding tax for employee wages, superannuation, payouts, leave entitlements calculations, payroll tax and workcover* Taxation (GST and income tax) advice on property transactions, including rental property sales, main residence issues, subdivisions and property developments* Self-managed super fund tax advice, including, contributions, pensions, transition-to-retirement arrangements, limited recourse borrowing arrangements and purchasing commercial and domestic property* Advice on other associated taxes and costs such as, stamp duty, land tax, and capital gains tax advice* Structuring advice * Year-end tax planning* Assistance with Estate Planning and associated tax issues which includes liaising with lawyers for drafting of wills and testamentary trusts where applicable* Servicing charities and not-for-profit entities (including Private Ancillary Funds, Incorporated Associations and Foundations) with establishment, ATO and ACNC compliance, reporting requirements and liaison with Auditors where required* Liaising with the Australian Taxation Office in regard to client mattersas required* Set up of computerised accounting systems for clients using MYOBand Quickbooks* Preparation of Activity Statements for clients* Preparation of budgets and cash flow analysis for clients* Assisting with the development and marketing of business services
