Michael Platt Email and Phone Number

Duties include:- perform a high level assessment of R&D Tax Incentive registrations with particular focus on the activities conducted;- analyse information including R&D activities, business documentation including proposals, business plans, R&D plans, industry and technical data;- provide education and guidance to customers on how to self-assess program eligibility and the application process; and- manage competing priorities in a fast paced work environment.

As a member of the newly established early intervention taskforce, I manage complex case work across a number of areas ensuring appropriate actions are taken and strict timeframes are met. I am responsible for negotiating with internal and external stakeholders in order to coordinate information and activities to manage the early intervention of tax agents holistically and in real time. Duties include:Understand and assess complex information, undertake risk analysis, investigation… Show more As a member of the newly established early intervention taskforce, I manage complex case work across a number of areas ensuring appropriate actions are taken and strict timeframes are met. I am responsible for negotiating with internal and external stakeholders in order to coordinate information and activities to manage the early intervention of tax agents holistically and in real time. Duties include:Understand and assess complex information, undertake risk analysis, investigation and evaluation including fraud and litigation support.Confidently present complex and sensitive verbal and written information in a succinct and professional manner.Build and sustain positive relationships with stakeholders to influence and negotiate outcomes.Proactively manage a portfolio of cases in accordance with compliance and procedural guidelines and including the preparation of project/work plans detailing measurable milestones.Gather information to support confident decisions regarding risk and associated compliance activities.Systems used: Siebel, JIRA & Microsoft Outlook. Show less

Duties include:Applying a thorough understanding of relevant policy, procedures, legislation and frameworks to resolve moderately complex issues based on a range of client information or circumstances.Conduct and/or support a range of client engagement activities including verification, risk reviews, audits and advice in relation to client obligations and determine appropriate assurance actions.Listen and engage with clients, build and sustain relationships to gain an understanding… Show more Duties include:Applying a thorough understanding of relevant policy, procedures, legislation and frameworks to resolve moderately complex issues based on a range of client information or circumstances.Conduct and/or support a range of client engagement activities including verification, risk reviews, audits and advice in relation to client obligations and determine appropriate assurance actions.Listen and engage with clients, build and sustain relationships to gain an understanding of their individual or business circumstances.Communicate and liaise effectively with clients and stakeholders in order to provide or obtain information and advice in a multichannel or digital environment.Research and suggest improvements to tasks and activities how own or team work is performed to achieve more efficient outcomes.Understand and respond positively to change and be adaptable to shifting organisational priorities.Manage priorities and be accountable for the accurate completion of work within timeframes and quality requirements; work independently to deliver outcomes. Work collaboratively in a team environment and actively participate and support team work and group activities.Identify, gather, record and share information relevant to risk analysis activities and recommend mitigation strategies.Participate in quality assurance activities and assist in developing and implementing appropriate responses to address findings.Systems used: Siebel, Mainframe, Atoms, Microsoft Excel & Outlook Show less

Retrenched 21 December 2016.Duties include:Manual processing and peer reviewing of various Defined Benefit calculations for quotes and benefit payments.Processing and peer reviewing of manual death, disablement and salary continuance claims.Processing and peer reviewing of Accumulation style full and partial withdrawals and cheque requisitions.Processing and peer reviewing of early release, compassionate grounds and DASP.Processing and peer reviewing of new member… Show more Retrenched 21 December 2016.Duties include:Manual processing and peer reviewing of various Defined Benefit calculations for quotes and benefit payments.Processing and peer reviewing of manual death, disablement and salary continuance claims.Processing and peer reviewing of Accumulation style full and partial withdrawals and cheque requisitions.Processing and peer reviewing of early release, compassionate grounds and DASP.Processing and peer reviewing of new member applications, investment switches and amendments.Processing and peer reviewing of conversion of member’s accounts from super to pension phase.Being a contact for the call centre for enquiries from members and advisers.Processing and peer reviewing of Division 293 tax payments.Responding to queries from overseas processing centre.Outbound calls to members and advisers for queries when required.Systems used: Superb, Workware, M-Track & Outlook. Show less

Answering of inbound calls from members and advisers on various topics in relation to Accumulation and Income Streams. Requesting of documents to be sent via mail and email. Providing assistance to new staff members.Systems used: Nebo, Tibco, Capital Template and Capital Retail.

Answering of inbound calls from members and advisers on various topics in relation to five Defined Benefit and three Accumulation funds. Sending of documents such as Centrelink Schedules and forms via mail and email. Booking of MEC/FP appointments. Processing of correspondence requests such as authorities, rollovers and returned mail. Providing assistance to new staff members.Systems used: SMV, Acurity, Workflow and Superb.

Supervision, training and ongoing mentoring of Fund Administrators.Processing of new applications, investment switches and amendments.Processing of death, disablement and salary continuance claims.Processing of monthly pension and direct debits.Conversion of member’s accounts from super to pension phase.Primary contact in call centre for enquiries from members, employers and advisers.Production of welcome, switch confirmation and beneficiary letters on a weekly… Show more Supervision, training and ongoing mentoring of Fund Administrators.Processing of new applications, investment switches and amendments.Processing of death, disablement and salary continuance claims.Processing of monthly pension and direct debits.Conversion of member’s accounts from super to pension phase.Primary contact in call centre for enquiries from members, employers and advisers.Production of welcome, switch confirmation and beneficiary letters on a weekly basis.Checking and authorising of full and partial withdrawals and cheque requisitions.Sorting and distribution of daily mail.Correction of members accounts with negative units or balances.Systems used: Internal SVII Show less

Processing of rollovers and new superannuation Wrap applications.Preparation and emailing of margin lending reports to institutions.Answering enquiries via phone and email from members, advisers and employers.Preparation of reports and letters for buying and selling managed funds on Investment and Superannuation Wraps.Weekly following up of outstanding rollover requests with other rollover institutions.Systems used: Synergy, Acurity and the Netwealth web based… Show more Processing of rollovers and new superannuation Wrap applications.Preparation and emailing of margin lending reports to institutions.Answering enquiries via phone and email from members, advisers and employers.Preparation of reports and letters for buying and selling managed funds on Investment and Superannuation Wraps.Weekly following up of outstanding rollover requests with other rollover institutions.Systems used: Synergy, Acurity and the Netwealth web based program. Show less

Client Service Advisor (CBus) (from 1 September 2008 to 14 August 2009)Duties including selling (via phone) the concept of electronic lodgement of contributions rather than paper. Correction of contribution returns by contacting employers via phone and email to get required information to complete returns.Liaising with CBus member and employer co-ordinators to finalise on-site union disputes in relation to unpaid contributions. Giving priority to any co-ordinator requests… Show more Client Service Advisor (CBus) (from 1 September 2008 to 14 August 2009)Duties including selling (via phone) the concept of electronic lodgement of contributions rather than paper. Correction of contribution returns by contacting employers via phone and email to get required information to complete returns.Liaising with CBus member and employer co-ordinators to finalise on-site union disputes in relation to unpaid contributions. Giving priority to any co-ordinator requests whether by email, mail or phone.Updating and completion of outstanding unapplied, unallocated, unmatched, loaded and rejected returns.Senior Fund Administrator (Contract from 14 March 2006 then permanent as from 22 May 2006 to 31 August 2008).Administration of the AustralianSuper Corporate fund (merger of ARF, STA and FinSuper). Duties include processing of contribution allocations to member’s accounts, member applications, benefit payments, prepayment calculations, investment switches and correspondence to members and employers. Show less

Respond to telephone, written and electronic enquiries from members and employers, Superannuation Officers and service providers. Enquiries include account balances, asset allocation, portfolio returns, future pension and lump sum projections. Prepare reports derived from member records as required. Keep abreast of relevant industry issues and developments.Other duties include face to face meetings with members, arranging referrals to Service Team.Using superannuation… Show more Respond to telephone, written and electronic enquiries from members and employers, Superannuation Officers and service providers. Enquiries include account balances, asset allocation, portfolio returns, future pension and lump sum projections. Prepare reports derived from member records as required. Keep abreast of relevant industry issues and developments.Other duties include face to face meetings with members, arranging referrals to Service Team.Using superannuation administration system Superb 2000 for Defined Benefit and Accumulation plans. Show less

Sub-contracted to MCA to provide financial planning and risk insurance advice. Proper Authority Holder with Millennium3 Financial Services Pty Ltd since 27 March 2002.Main duties include supervision of Financial Services Assistant, gathering of data, preparation, presentation and implementation of recommendations and portfolio reviews. Other duties include general client queries, withdrawals and additions. Products sold are allocated pensions, annuities, managed funds… Show more Sub-contracted to MCA to provide financial planning and risk insurance advice. Proper Authority Holder with Millennium3 Financial Services Pty Ltd since 27 March 2002.Main duties include supervision of Financial Services Assistant, gathering of data, preparation, presentation and implementation of recommendations and portfolio reviews. Other duties include general client queries, withdrawals and additions. Products sold are allocated pensions, annuities, managed funds, personal super and master trusts. Risk products sold such as term, trauma and income protection insurance. Show less

Serviced approximately $7-8 million of FUM from client base of previous advisor. Referral sources were four suburban branches and existing clients and used FPI software for preparation of plans.

Sole responsibility for the administration of approximately180 corporate plans with around 1300 members. Using computer system SAS. Duties include training and monitoring of workflow for 10 administrators, providing technical and administrative support to same. Other duties include annual reviews, exits, new members, premium batching, investment switches, written and telephone enquiries from advisors and clients and providing certain technical advice to same. Assumed Team… Show more Sole responsibility for the administration of approximately180 corporate plans with around 1300 members. Using computer system SAS. Duties include training and monitoring of workflow for 10 administrators, providing technical and administrative support to same. Other duties include annual reviews, exits, new members, premium batching, investment switches, written and telephone enquiries from advisors and clients and providing certain technical advice to same. Assumed Team Leader role when required. Show less