Lester Lagasca , Ca Smsf Specialist Email & Phone Number

Sydney, Nsw, Au

Sydney, New South Wales, Australia

North Sydney, New South Wales, Australia

North Sydney Nsw Australia

As a senior manager, I assist a portfolio of 300 clients in the accounting and administration of their self-managed super fund (SMSF). My specific responsibilities include:- Meet new clients and assist them through the process and documentation required to establish an SMSF- Roll over their external super balances across to the SMSF- Commence pension accounts and prepare the relevant minutes and documentation- Perform accounting of daily transactions using BGL Simple Fund- Reviews contributions made by members pursuant to current legislations- Prepare, complete and lodge SMSF annual financial statements and tax return- Assist clients in the implementation of strategies provided in their financial statement of advice- Wind up an SMSF- Payment of superannuation death benefitsIn addition, I conduct training sessions to assistant managers and managers in the following topics: - Concessional & Non-concessional Contributions - Spouse Contribution - Government Co-contribution - Income Streams - Lump Sum - Rollovers - Spouse contribution splitting - Excess Contributions - Advance SMSF Investment rules

North Sydney Nsw Australia

I assist a portfolio of 200+ clients with the administration and compliance of self managed superannuation funds. I implement strategies recommended in a statement of advice drawn up by our financial advisory team designed to build wealth and improve the tax position within superannuation. I am also in-charge of the preparation, completion and lodgement of the fund's annual financial statements and tax return.I also provide training and support to other junior managers within the SMSF team in our firm by facilitating training sessions on superannuation rules and compliance issues as well as developing training materials and cases.

Canberra Act Australia

I worked closely with my account manager in managing a portfolio of 100+ self managed super funds. My responsibility includes daily uploading and allocating funds' transactions into BGL simple fund as well as the preparation of end of year financial reports and tax returns.

Canberra Act Australia

I worked closely with my account manager in the daily administration of self managed super funds. My duties include the daily upload and allocation of transactions into BGL Simple Fund, processing of corporate actions, providing assistance in the implementation of strategies set out in a statement of advice, and in the preparation of fund's end of year annual returns.

Smsf Specialisation Course

Grad Dip, Chartered Accounting

Master, Professional Accounting

Master, Finance