Shivdeep Jaidka Email & Phone Number

Oakleigh, Victoria, AU

• I take away the burden of books to enable you to focus your time and energy on growing your RTO. I provide specialist services to assist you with:
• Completion of Financial Viability Risk Assessment (FVRA) Tool
• Preparation of Business Plans for submission with ASQA
• Assistance with RTO Registration, Addition of CRICOS/ELICOS Registration and Change of Scope.
• Assistance with Various state funding (Skills First/VTG VET, VET Student Loans/VET FEE-HELP, Skills for All, and NSW Smart and Skills).
• Budgets and cash flow forecasting

Narre Warren, VIC, AU

• I managed a portfolio of clients and was responsible for:
• Providing business advice, tax planning & compliance services to small to medium enterprises.
• Implementing technology to improve client businesses and increase efficiencies.
• Building strong relationships with clients based on trust and understanding
• Supervising the SMSF compliance and SMSF Audit division.

Southbank, Melbourne, Victoria, AU

• My roles and responsibilities included:
• Managing SMSF division of 300+ superfunds.
• Designing tax-effective strategies for superfunds affected by significant July 2016 SMSF reforms.
• Liaising with solicitors, financial planners and external auditor for matters related to SMSF.
• Supervising the SMSF compliance team.

AU

• My roles and responsibilities included:
• Discussing business performance with clients to identify tax planning and opportunities to increase internal efficiencies.
• Providing recommendation to clients on issues related to tax structuring, asset protection and succession planning.
• Assist clients with expansion of business operations to foreign countries.
• Instrumental in the conversion of SMSF compliance software for the firm.

Graduate Diploma Of Accounting

Master'S Degree, Accounting And Finance

Bachelor Of Laws - Llb, Law

Bachelor Of Commerce - Bcom, Accounting