Please complete the CAPTCHA to continue
A concise factual answer block for searchers comparing this professional profile.
Max Lim is listed as Investment & Tax Accounting | Industry Superannuation | Funds Management | Valued solutions partner based in Melbourne, Victoria, Australia. AeroLeads shows a matched LinkedIn profile for Max Lim.
Max Lim previously worked as Senior Investment Operations Analyst - Tax Pricing at Hesta and Data Analyst - Contract at Australiansuper. Max Lim holds Fellow from Cpa Australia.
Well grounded proven fund accounting specialist, highly analytical and committed to improvements, passionate to derisk and build effective simple solutions. Able to identify critical weaknesses and resolve issues.I have over 15 years of accounting experience working in leading superannuation/funds management/insurance companies. I worked with HESTA as an Investment Operations Senior Analyst - Pricing (Tax) responsible for Pricing tax control, tax payment rebalances, annual tax true-ups, APRA regulatory reporting, and support for Pricing. My previous role was with Australian Super where I assisted in implementing portfolio holdings disclosure. Previous jobs were fund accounting roles with JPM Morgan and BlackRock.
Listed skills include Finance, Risk Management, Financial Modeling, Accounting, and 15 others.
A career timeline built from the work history available for this profile.
Melbourne, Victoria, Australia
I am responsible for the review of the custodian's tax calculations ensuring consistency with unit-pricing and performance activities, application, and apportionment of tax payments ensuring equity among member options. Other roles include APRA regulatory reporting and support unit pricing.Undertake monthly tax review process to ensure calculation of.
50 Lonsdale Street Melbourne
The purpose of my role was to derive detailed underlying investment holdings of all individual investments invested by the Superannuation Fund, ahead of portfolio holdings disclosure legislation, expected from 1 July 2017. AchievementsI extracted and analysed investments data, reports and systems within a complex investments structure, comprising 18.
Melbourne, Australia
- Review & prepare Statutory Accounts for investment funds of Fund Managers.- Prepare APRA & ABS returns for Fund Managers- Prepare monthly management report- Liaison with Client, Auditor and internal teams (tax, unit pricing, registry, pricing and securities lending team)- Develop, test and implement Confluence Unity annual reporting system
Melbourne, Australia
- Review and prepare statutory accounts, tax returns, audit packs, distributions and BAS for investment funds, direct property funds, unlisted property trusts, PST and separately managed accounts (SMA). - Review and prepare daily tax provisions for PSTs and daily distributions for cash funds - Review of ICR calculation - Coordinate overall BAS preparation.
Melbourne, Australia
- Review and prepare statutory accounts, tax returns, management reports, distributions and BAS for investment funds, direct property funds, unlisted property trusts and PST- Accounting, financial reporting and taxation of Property Trust and SMA - Review and prepare daily tax provisions for PSTs and daily distributions for cash funds - Assist to implement.
Melbourne, Australia
- Corporate accounting, monthly management report, scenario financial impact analysis - Annual budgets & rolling forecasts, statutory compliance with dealer’s licence and approved trustee requirements under ASIC and APRA regulations respectively- Statutory company annual accounts and ASIC returns - Prepare income tax supporting schedules and draft tax.
Quick answers generated from the profile data available on this page.
Max Lim is listed as Investment & Tax Accounting | Industry Superannuation | Funds Management | Valued solutions partner.
Max Lim is based in Melbourne, Victoria, Australia.
Max Lim has worked for Hesta, Australiansuper, Citigroup, J.P. Morgan, and Blackrock Investment Management.
You can use AeroLeads to view verified contact signals for Max Lim, including work email, phone, and LinkedIn data when available.
Max Lim holds Fellow from Cpa Australia.
Max Lim is listed with skills including Finance, Risk Management, Financial Modeling, Accounting, Asset Management, Portfolio Management, Corporate Finance, and Fund Accounting.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contactsCheck these profiles if this is not the Max Lim you were looking for.
