Morgan Fu

Morgan Fu Email and Phone Number

CPA Practitioner, SMSF Auditor, Tax Agent, Small Business Consultant,Certified Xero Partner, Mortgage broker @ Fortunenote
Morgan Fu's Location
Greater Brisbane Area, Australia, Australia
Morgan Fu's Contact Details
About Morgan Fu

Over 10 years' experience in Public Practice focusing on providing end-to-end accounting solutions for small and family businesses in various industries. I have a passion for engaging with small to medium enterprises, helping them improve business processes, operations and performance and helping them achieve the desired results.My expertise built up from various accounting roles enables me to provide tailored value added business advisory services to my small business clients when they are buying property investments and existing business, especially from the perspective of small business concession, tax effective business structuring, and in the long term help them achieve the goal of paying less in tax and add more to their bottom line profits! Our clients includes Medical Practice, Retail, Hospitality, Logistics, Management Rights and eCommerce Business etc.Connect with me if you are small business owners, professionals or SMSF administrators

Morgan Fu's Current Company Details
Fortunenote

Fortunenote

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CPA Practitioner, SMSF Auditor, Tax Agent, Small Business Consultant,Certified Xero Partner, Mortgage broker
Morgan Fu Work Experience Details
  • Fortunenote
    Managing Director
    Fortunenote Jul 2009 - Present
    Eight Mile Plains, Qld, Au
    Services provided:Cloud SMSF Administration and audits,Trust Account Audit for Real Estate Agents & Legal Practice.Annual tax and accounting package for small family businesses, including quarterly BAS, year end tax return and financial statements preparation, Xero and MYOB bookkeeping servicesBusiness Advisory and entities setup & registration, such as discretionary or fixed trusts, private company, partnership etc.
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  • Smsf Audits Pty Ltd
    Smsf Accountant & Auditor
    Smsf Audits Pty Ltd Sep 2009 - Jul 2013
    SMSF Administration Responsibilities: liaising with the trustees, ATO, etc; daily processing of Fund transactions; preparation of financial statements & income tax returns; preparation of tax reconciliations & portfolio balances; calculation of pension liabilities & establishment of pensions; BAS & IAS statements as required; preparation of electronic audit folderSMSF Audits Responsibilities: preparation of the pre-audit planning to address audit risks and preliminary materiality calculation; doing the financial statements audits and SIS compliance audits;dealing with complex issues such as in-house assets with related unit trusts,pension planning, non-arm's length income etc; preparation of working papers and audit reports package to comply with the ASQC and AUASB standards
  • P Stokes & Co Pty Ltd
    Intermediate Accountant
    P Stokes & Co Pty Ltd Nov 2007 - Aug 2009
    Preparation and lodgement of BAS, IAS and tax returns for various entities, including retailing, construction and manufacturing business with turnover between 2 - 5 millions dollars. Preparation of annual accounts/financial statements for SME ans SMSF, including fixed assets depreciation schedule, tax effect accounting, Payroll and bank accounts reconciliationComplex tax research and business structuring work for family business and investments taking into account the benefits of Small Business Concessions, Capital Gain Discounts, SMSF concessional tax rates etc. to achieve the clients' long term or short term goals
  • Lone Pine Koala Sanctuary
    Accounts Receivable
    Lone Pine Koala Sanctuary Apr 2007 - Jul 2007
    General Ledger maintenance with MYOB and daily account and bank reconciliations General administrative and account processing tasks Collection of overdue accounts and Allocate payments and reconcile accounts into MYOB system Preparation of monthly excel financial analysis reports direct to managementAssisting with the fortnightly payroll for over 30 employees

Morgan Fu Skills

Accounting Tax Auditing Financial Reporting Financial Accounting Bookkeeping Financial Statements Income Tax Tax Returns Accountants Small Business Payroll Tax Accounting Smsf Myob Financial Analysis Audit Superannuation Xero Small Business Development Mortgage Lending

Morgan Fu Education Details

  • Qut (Queensland University Of Technology)
    Qut (Queensland University Of Technology)
    Professional Accounting
  • Tsinghua University
    Tsinghua University
    Economics

Frequently Asked Questions about Morgan Fu

What company does Morgan Fu work for?

Morgan Fu works for Fortunenote

What is Morgan Fu's role at the current company?

Morgan Fu's current role is CPA Practitioner, SMSF Auditor, Tax Agent, Small Business Consultant,Certified Xero Partner, Mortgage broker.

What is Morgan Fu's email address?

Morgan Fu's email address is mo****@****ail.com

What schools did Morgan Fu attend?

Morgan Fu attended Qut (Queensland University Of Technology), Tsinghua University.

What are some of Morgan Fu's interests?

Morgan Fu has interest in Science And Technology, Economic Empowerment, Health.

What skills is Morgan Fu known for?

Morgan Fu has skills like Accounting, Tax, Auditing, Financial Reporting, Financial Accounting, Bookkeeping, Financial Statements, Income Tax, Tax Returns, Accountants, Small Business, Payroll.

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