Devandra Simanjuntak Email & Phone Number

I am a perceptive, consistent and diligent individual with a history of proven academic ability throughout tertiary and extra-curricular education. My recently completed 4 months contract role in Morgans Financial as a Wealth+ Tax Administrator Assistant will support greatly in my future endeavors in the Finance, Bookkeeping, Accounting, and Administration sector. I have proven to be efficient in adapting to new systems such as Salesforce and have experience in high volume data entry of tax statement data, including tasks associated with electronic delivery and automated data capture. I’m also experienced in corresponding with manager funds in order to obtain the required information.

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  Tax Administrator

  Morgans Financial Limited

  Jul 2023 - Present - Brisbane, Queensland, Australia

  - Assisted the Tax team with the production of the Wealth+ Annual Tax Report process for a range of clients (SMSFs, Family Trusts and high net worth individuals).- High volume of transaction processing of taxable component information relating to ASX listed trusts and Australian managed fund type investments.- Assisted the Tax team with distribution income reconciliation tasks associated with above.- Assisted the team with the collation of annual tax statement data including tasks associated with electronic delivery and automated data capture.- Correspondence with external fund providers and registry services personnel- Gained an understanding of taxable income reporting requirements for investors of ASX Listed Trusts and Australian Managed Fund investments.